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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$252K
SFB
102
STAR Financial Bank
Indiana
$250K
SPIA
103
Steward Partners Investment Advisory
New York
$249K -$6.84K -270 -3%
TC
104
Trust Company
Kansas
$246K +$248K +9,778 New
SWM
105
Segment Wealth Management
Texas
$239K +$241K +9,500 New
AF
106
Arrow Financial
New York
$238K
OFS
107
OneAscent Financial Services
Alabama
$237K +$238K +9,397 New
Comerica Bank
108
Comerica Bank
Texas
$232K
TA
109
TPG Advisors
Illinois
$230K -$187K -7,388 -45%
SCA
110
Stonebridge Capital Advisors
Minnesota
$220K -$113K -4,450 -34%
BCM
111
Brookstone Capital Management
Illinois
$211K +$212K +8,363 New
PIM
112
Penobscot Investment Management
Massachusetts
$201K
CSP
113
Cary Street Partners
Virginia
$200K +$202K +7,956 New
PTC
114
Private Trust Company
Ohio
$200K +$193K +7,611 +2,258%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$169K +$70K +2,761 +70%
BONH
116
Bank of New Hampshire
New Hampshire
$120K
GEA
117
Glen Eagle Advisors
New Jersey
$68.6K
AssetMark Inc
118
AssetMark Inc
California
$57.2K +$48.1K +1,896 +506%
ACA
119
American Capital Advisory
Idaho
$55.8K
HI
120
Harbour Investments
Wisconsin
$54.2K +$355 +14 +0.7%
ADL
121
Asset Dedication LLC
California
$50.5K
CAM
122
Creekmur Asset Management
Illinois
$50K
RWM
123
Rialto Wealth Management
New York
$24K +$24.2K +955 New
AF
124
Allworth Financial
California
$20.5K
CF
125
Collier Financial
Colorado
$10.1K +$10.1K +400 New