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iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.4M +$1.54M +62,185 +12%
HCM
2
Hengehold Capital Management
Ohio
$9.36M +$9.2M +372,816 New
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.37M +$3.63M +147,103 +100%
US Bancorp
4
US Bancorp
Minnesota
$6.85M +$3.08M +124,940 +84%
Wells Fargo
5
Wells Fargo
California
$6.25M +$3.93M +159,197 +177%
Bank of America
6
Bank of America
North Carolina
$6.05M +$211K +8,561 +4%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.6M -$457K -18,508 -8%
PWM
8
Praetorian Wealth Management
California
$4.46M +$728K +29,494 +20%
HWA
9
Heartwood Wealth Advisors
Virginia
$4.35M +$4.28M +173,300 New
Ameriprise
10
Ameriprise
Minnesota
$4.16M +$1.3M +52,462 +46%
UBS Group
11
UBS Group
Switzerland
$3.45M +$628K +25,431 +23%
Morgan Stanley
12
Morgan Stanley
New York
$2.6M -$160K -6,500 -6%
LPL Financial
13
LPL Financial
California
$2.55M +$962K +38,990 +62%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.29M -$212K -8,596 -9%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.27M +$2.23M +90,432 New
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$2.08M +$2M +81,164 New
LPT
17
Legacy Private Trust
Wisconsin
$1.6M +$15.6K +630 +1%
Jane Street
18
Jane Street
New York
$1.56M -$1.57M -63,420 -50%
Stifel Financial
19
Stifel Financial
Missouri
$1.51M -$10.2K -412 -0.7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$988K +$349K +14,124 +56%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$960K +$945K +38,271 New
SWA
22
Stratos Wealth Advisors
Ohio
$886K +$872K +35,307 New
SWMG
23
Signature Wealth Management Group
Georgia
$863K +$514K +20,827 +154%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$846K -$1.24M -50,269 -60%
IA
25
IFP Advisors
Florida
$832K +$499K +20,217 +155%
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