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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$57.9M +$3.17M +124,712 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$51.6M +$27.4M +1,077,952 +113%
Wells Fargo
3
Wells Fargo
California
$27.5M +$407K +16,025 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$24.6M +$1.32M +52,099 +6%
CA
5
Clearstead Advisors
Ohio
$24.3M +$848K +33,408 +4%
HWA
6
Heartwood Wealth Advisors
Virginia
$19.5M -$86.3K -3,399 -0.4%
US Bancorp
7
US Bancorp
Minnesota
$18.1M -$461K -18,144 -2%
Morgan Stanley
8
Morgan Stanley
New York
$14.9M +$2.49M +97,940 +20%
LIA
9
LBMC Investment Advisors
Tennessee
$13.7M +$1.67M +65,886 +14%
NA
10
NewEdge Advisors
Louisiana
$12.3M +$788K +31,056 +7%
LPL Financial
11
LPL Financial
California
$12.2M +$974K +38,368 +9%
HBT
12
Hills Bank & Trust
Iowa
$11.1M +$939K +36,992 +9%
KCM
13
Kathmere Capital Management
Pennsylvania
$10.5M +$9.9K +390 +0.1%
Lido Advisors
14
Lido Advisors
California
$9.37M +$79.8K +3,145 +0.9%
CIA
15
Covington Investment Advisors
Pennsylvania
$9.32M +$766K +30,175 +9%
UBS Group
16
UBS Group
Switzerland
$8.96M -$694K -27,330 -7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.87M +$282K +11,110 +4%
PWM
18
Praetorian Wealth Management
California
$6.6M +$515K +20,293 +8%
HCM
19
Howland Capital Management
Massachusetts
$6.1M +$1.13M +44,625 +23%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M +$388K +15,296 +8%
LIM
21
Leavell Investment Management
Alabama
$5.28M +$468K +18,443 +10%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.18M +$61.8K +2,435 +1%
QFA
23
Quantum Financial Advisors
California
$4.72M -$43.3K -1,706 -0.9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.65M +$457K +18,012 +11%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$4.65M +$948K +37,333 +26%