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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
126
Postrock Partners
Oregon
$491K +$49.8K +1,950 +11%
KAS
127
Kestra Advisory Services
Texas
$490K -$229K -8,967 -32%
JP Morgan Chase
128
JP Morgan Chase
New York
$483K -$1.86M -72,969 -79%
AIP
129
Ameritas Investment Partners
Nebraska
$469K +$153 +6 +0%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$460K +$167K +6,561 +57%
JSA
131
Jim Saulnier & Associates
Colorado
$443K +$88.2K +3,458 +25%
PPWM
132
PFG Private Wealth Management
Florida
$439K -$5.33K -209 -1%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$433K -$116K -4,561 -21%
PIM
134
Penobscot Investment Management
Massachusetts
$403K
SWA
135
Sax Wealth Advisors
New Jersey
$375K +$128 +5 +0%
WCM
136
WealthBridge Capital Management
Ohio
$374K +$13.1K +512 +4%
MCM
137
MV Capital Management
Maryland
$368K
AIP
138
Avail Investment Partners
Pennsylvania
$362K -$786K -30,809 -69%
IRP
139
Investment Research Partners
Pennsylvania
$362K -$786K -30,809 -69%
PCM
140
Passive Capital Management
Maryland
$353K
JIR
141
James Investment Research
Ohio
$353K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$346K
PWS
143
Peloton Wealth Strategists
Indiana
$333K
VAG
144
VisionPoint Advisory Group
Texas
$329K
APP
145
Avantax Planning Partners
Iowa
$319K
Citadel Advisors
146
Citadel Advisors
Florida
$305K -$282K -11,061 -48%
TC
147
Trust Company
Kansas
$302K
CFS
148
Commonwealth Financial Services
West Virginia
$290K -$86.6K -3,395 -23%
HFO
149
Heritage Family Offices
Arizona
$283K +$283K +11,073 New
PEWA
150
Pacific Excel Wealth Advisors
California
$283K +$283K +11,073 New