We are live on ! Find out more
IBMQ icon

iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$461K +$147K +5,724 +46%
PPWM
127
PFG Private Wealth Management
Florida
$444K +$193K +7,522 +76%
PP
128
Postrock Partners
Oregon
$440K +$10K +390 +2%
DSA
129
Droms Strauss Advisors
Missouri
$438K +$115K +4,465 +35%
FAFN
130
First Affirmative Financial Network
Colorado
$411K +$413K +16,103 New
PIM
131
Penobscot Investment Management
Massachusetts
$402K +$77K +3,000 +24%
PAG
132
Private Advisor Group
New Jersey
$399K
MW
133
Members Wealth
Pennsylvania
$396K +$192K +7,500 +94%
CFS
134
Commonwealth Financial Services
West Virginia
$376K +$8.85K +345 +2%
SWA
135
Sax Wealth Advisors
New Jersey
$376K
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$376K
MCM
137
MV Capital Management
Maryland
$367K
WCM
138
WealthBridge Capital Management
Ohio
$360K +$15.2K +594 +4%
JSA
139
Jim Saulnier & Associates
Colorado
$354K +$1.46K +57 +0.4%
PCM
140
Passive Capital Management
Maryland
$352K
JIR
141
James Investment Research
Ohio
$352K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$345K +$347K +13,533 New
TA
143
TPG Advisors
Illinois
$334K +$410 +16 +0.1%
PWS
144
Peloton Wealth Strategists
Indiana
$332K
VAG
145
VisionPoint Advisory Group
Texas
$328K +$329K +12,843 New
ACS
146
Archford Capital Strategies
Illinois
$326K +$17.2K +669 +6%
KA
147
Klingman & Associates
New York
$321K -$2.59K -101 -0.8%
APP
148
Avantax Planning Partners
Iowa
$318K
TC
149
Trust Company
Kansas
$301K -$49.8K -1,941 -14%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$292K -$83.2K -3,242 -22%