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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$44.2M +$517K +20,393 +1%
Bank of America
2
Bank of America
North Carolina
$43.3M +$4.29M +169,027 +11%
CA
3
Clearstead Advisors
Ohio
$25.6M +$685K +27,005 +3%
HighTower Advisors
4
HighTower Advisors
Illinois
$18.7M +$91.6K +3,615 +0.5%
LIA
5
LBMC Investment Advisors
Tennessee
$13.2M +$831K +32,781 +7%
Wells Fargo
6
Wells Fargo
California
$11.1M +$444K +17,531 +4%
US Bancorp
7
US Bancorp
Minnesota
$10.8M +$1.02M +40,141 +10%
P
8
Paradiem
Louisiana
$10.1M – – –
KCM
9
Kathmere Capital Management
Pennsylvania
$8.82M +$1.89M +74,498 +27%
Lido Advisors
10
Lido Advisors
California
$8.6M -$222K -8,765 -3%
CIA
11
Covington Investment Advisors
Pennsylvania
$8.12M +$867K +34,200 +12%
LPL Financial
12
LPL Financial
California
$7.14M +$858K +33,854 +14%
Raymond James Financial
13
Raymond James Financial
Florida
$6.76M +$274K +10,820 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.67M +$2.17M +85,760 +48%
PWM
15
Praetorian Wealth Management
California
$6.43M +$111K +4,388 +2%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.36M +$754K +29,749 +13%
UBS Group
17
UBS Group
Switzerland
$5.92M +$232K +9,136 +4%
Morgan Stanley
18
Morgan Stanley
New York
$5.01M +$373K +14,707 +8%
UCFA
19
United Capital Financial Advisors
Texas
$4.71M +$447K +17,617 +10%
CWP
20
Cyndeo Wealth Partners
Florida
$4.47M +$381K +15,046 +9%
Stifel Financial
21
Stifel Financial
Missouri
$4.35M -$27.9K -1,101 -0.6%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.34M +$1.41M +55,611 +48%
KNW
23
Kesler Norman & Wride
Utah
$3.84M +$4.21M +165,926 New
OG
24
Odyssey Group
Pennsylvania
$3.59M +$3.58M +141,310 New
CCM
25
Coldstream Capital Management
Washington
$3.44M +$30.6K +1,206 +0.9%
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