We are live on ! Find out more
IBMR icon

iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.92M +$283K +11,077 +11%
MGIA
27
Matthew Goff Investment Advisor
Texas
$2.89M +$3.18M +124,349 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.85M +$1.01M +39,317 +54%
WIC
29
Woodmont Investment Counsel
Tennessee
$2.54M -$24.8K -972 -1%
PWM
30
Parkway Wealth Management
Texas
$2.49M +$156K +6,107 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.29M +$953K +37,281 +70%
AssetMark Inc
32
AssetMark Inc
California
$2.26M +$585K +22,881 +34%
LIM
33
Leavell Investment Management
Alabama
$2.25M +$35.1K +1,375 +2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$328K -12,822 -13%
CIM
35
Confluence Investment Management
Missouri
$2.2M +$135K +5,267 +6%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.1M +$1.29M +50,633 +158%
MWM
37
Moulton Wealth Management
Washington
$2.08M +$2.44M +95,473 New
KAS
38
Kestra Advisory Services
Texas
$2.04M +$350K +13,682 +21%
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$1.96M +$83.2K +3,254 +4%
BEI
40
Benjamin Edwards Inc
Missouri
$1.94M +$80.8K +3,161 +4%
Jane Street
41
Jane Street
New York
$1.92M +$298K +11,642 +18%
EIP
42
Ellis Investment Partners
Pennsylvania
$1.84M +$62.7K +2,454 +4%
VA
43
Valmark Advisers
Ohio
$1.81M +$145K +5,677 +9%
NA
44
NewEdge Advisors
Louisiana
$1.77M -$409K -16,008 -19%
AUB
45
Atlantic Union Bankshares
Virginia
$1.75M +$52.5K +2,052 +3%
CFMC
46
Curbstone Financial Management Corp
New Hampshire
$1.68M +$151K +5,900 +10%
BSAM
47
Blue Square Asset Management
New York
$1.6M +$835K +32,675 +107%
ST
48
Spinnaker Trust
Maine
$1.55M +$408K +15,952 +35%
GHA
49
Granite Harbor Advisors
Texas
$1.55M
HBT
50
Hills Bank & Trust
Iowa
$1.38M +$61.8K +2,416 +5%