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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$2.94M +$1.81M +70,804 +157%
CCM
2
Coldstream Capital Management
Washington
$2.61M +$237K +9,278 +10%
NA
3
Nestegg Advisors
New York
$2.53M +$636K +24,932 +33%
PWM
4
Praetorian Wealth Management
California
$2.48M +$613K +24,044 +33%
CTC
5
Central Trust Company
Missouri
$2.05M +$524K +20,533 +34%
QFA
6
Quantum Financial Advisors
California
$1.88M +$1.89M +74,032 New
MIM
7
Moseley Investment Management
Florida
$1.82M +$714K +28,000 +64%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.74M +$977K +38,297 +126%
Raymond James Financial
9
Raymond James Financial
Florida
$1.45M +$1.45M +56,972 New
SSB
10
Sandy Spring Bank
Maryland
$1.31M +$223K +8,731 +20%
Jane Street
11
Jane Street
New York
$1.2M +$1.21M +47,414 New
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$157K +6,155 +16%
Bank of America
13
Bank of America
North Carolina
$919K +$923K +36,163 New
GWMR
14
GC Wealth Management RIA
Massachusetts
$772K +$29.6K +1,161 +4%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$691K +$168K +6,566 +32%
CIA
16
Capital Investment Advisors
Georgia
$638K +$137K +5,357 +27%
PPWM
17
PFG Private Wealth Management
Florida
$585K +$587K +23,014 New
VA
18
Valmark Advisers
Ohio
$548K +$10.3K +405 +2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$543K +$249K +9,765 +84%
LIA
20
LBMC Investment Advisors
Tennessee
$474K +$477K +18,680 New
KAS
21
Kestra Advisory Services
Texas
$370K +$372K +14,581 New
WI
22
WrapManager Inc
California
$368K -$11.7K -457 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$341K +$51K +2,000 +17%
SWMG
24
Signature Wealth Management Group
Georgia
$333K +$24.8K +974 +8%
FTUS
25
Flow Traders U.S.
New York
$327K +$329K +12,881 New