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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$61.3M +$3.21M +125,253 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$52.5M -$47.4M -1,846,866 -47%
CA
3
Clearstead Advisors
Ohio
$25.2M +$614K +23,925 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$20.6M +$991K +38,645 +5%
US Bancorp
5
US Bancorp
Minnesota
$18.5M -$1.26M -49,020 -6%
LIA
6
LBMC Investment Advisors
Tennessee
$14.3M +$1.06M +41,279 +8%
Lido Advisors
7
Lido Advisors
California
$14.3M +$8.68M +338,361 +153%
HWA
8
Heartwood Wealth Advisors
Virginia
$14.1M +$7.47M +291,130 +112%
Wells Fargo
9
Wells Fargo
California
$13.5M -$73.8K -2,877 -0.5%
NA
10
NewEdge Advisors
Louisiana
$12.6M +$129K +5,044 +1%
LPL Financial
11
LPL Financial
California
$10.9M +$3.37M +131,178 +45%
HCM
12
Howland Capital Management
Massachusetts
$10.6M +$92.9K +3,620 +0.9%
HCM
13
Hengehold Capital Management
Ohio
$10.3M -$152K -5,916 -1%
HBT
14
Hills Bank & Trust
Iowa
$10.2M +$169K +6,606 +2%
UBS Group
15
UBS Group
Switzerland
$10.1M +$1.1M +42,745 +12%
P
16
Paradiem
Louisiana
$10.1M +$10.1M +395,462 New
CIA
17
Covington Investment Advisors
Pennsylvania
$9.87M +$393K +15,310 +4%
KCM
18
Kathmere Capital Management
Pennsylvania
$7.82M -$175K -6,837 -2%
PWM
19
Praetorian Wealth Management
California
$7.76M +$938K +36,566 +14%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$150K +5,862 +2%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.95M +$935K +36,442 +15%
Morgan Stanley
22
Morgan Stanley
New York
$6.8M -$4.41M -171,980 -39%
SWA
23
Stratos Wealth Advisors
Ohio
$6.64M +$1.53M +59,642 +30%
Stifel Financial
24
Stifel Financial
Missouri
$5.73M +$274K +10,672 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.77M +$809K +31,534 +20%