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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$48.8M +$28.2M +1,084,038 +138%
CA
2
Clearstead Advisors
Ohio
$22.9M +$11.5M +443,691 +102%
KCM
3
Kathmere Capital Management
Pennsylvania
$13M +$13M +500,145 New
HighTower Advisors
4
HighTower Advisors
Illinois
$7.12M +$959K +36,854 +16%
US Bancorp
5
US Bancorp
Minnesota
$7.05M +$1.37M +52,712 +24%
Bank of America
6
Bank of America
North Carolina
$5.91M +$3.79M +145,703 +179%
LIA
7
LBMC Investment Advisors
Tennessee
$5.36M +$2.48M +95,458 +87%
Jane Street
8
Jane Street
New York
$4.81M +$4.8M +184,616 New
Wells Fargo
9
Wells Fargo
California
$4.32M +$4.32M +165,937 New
PWM
10
Praetorian Wealth Management
California
$4.31M +$1.1M +42,365 +34%
CCM
11
Coldstream Capital Management
Washington
$3.67M +$470K +18,053 +15%
CTC
12
Central Trust Company
Missouri
$3.46M +$889K +34,168 +35%
NA
13
NewEdge Advisors
Louisiana
$3.32M +$3.31M +127,265 New
SF
14
Summit Financial
New Jersey
$3.26M -$87.6K -3,368 -3%
MIM
15
Moseley Investment Management
Florida
$3.13M +$142K +5,464 +5%
UCFA
16
United Capital Financial Advisors
Texas
$3.04M +$2.36M +90,822 +352%
CPWM
17
Cypress Point Wealth Management
Texas
$3M +$2.99M +115,000 New
QFA
18
Quantum Financial Advisors
California
$2.91M +$84.9K +3,263 +3%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$104K +4,003 +4%
Morgan Stanley
20
Morgan Stanley
New York
$2.1M +$2.1M +80,641 New
NA
21
Nestegg Advisors
New York
$2.06M -$981K -37,724 -32%
EIP
22
Ellis Investment Partners
Pennsylvania
$1.78M +$1.78M +68,420 New
AUB
23
Atlantic Union Bankshares
Virginia
$1.63M +$299K +11,494 +23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.62M +$1.52M +58,523 +1,575%
KAS
25
Kestra Advisory Services
Texas
$1.55M +$430K +16,531 +38%