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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M +$267K +10,515 +2%
HCM
2
Hengehold Capital Management
Ohio
$9.58M +$35.5K +1,399 +0.4%
US Bancorp
3
US Bancorp
Minnesota
$7.95M +$954K +37,550 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.72M +$202K +7,970 +3%
Bank of America
5
Bank of America
North Carolina
$7.41M +$1.23M +48,335 +20%
Wells Fargo
6
Wells Fargo
California
$5.87M -$502K -19,745 -8%
Jane Street
7
Jane Street
New York
$5.68M +$4.06M +159,694 +256%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.54M -$166K -6,548 -3%
PWM
9
Praetorian Wealth Management
California
$5.39M +$836K +32,918 +19%
HWA
10
Heartwood Wealth Advisors
Virginia
$4.84M +$399K +15,715 +9%
UBS Group
11
UBS Group
Switzerland
$4.21M +$685K +26,984 +20%
Ameriprise
12
Ameriprise
Minnesota
$4.2M -$46.5K -1,831 -1%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M +$706K +27,782 +31%
LPL Financial
14
LPL Financial
California
$2.89M +$282K +11,090 +11%
Morgan Stanley
15
Morgan Stanley
New York
$2.83M +$181K +7,131 +7%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$1.08M +42,717 +108%
LPT
17
Legacy Private Trust
Wisconsin
$1.63M
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.54M -$789K -31,058 -34%
GA
19
Gateway Advisory
New Jersey
$1.35M +$1.34M +52,588 New
SWA
20
Stratos Wealth Advisors
Ohio
$1.03M +$127K +4,999 +14%
SWMG
21
Signature Wealth Management Group
Georgia
$934K +$53.3K +2,098 +6%
KA
22
Klingman & Associates
New York
$859K +$191K +7,528 +29%
RHP
23
Royal Harbor Partners
Texas
$838K +$5.31K +209 +0.6%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$828K -$150K -5,890 -15%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$768K -$93.7K -3,691 -11%