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IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$804K +$44.1K +1,713 +6%
Goldman Sachs
27
Goldman Sachs
New York
$791K +$789K +30,656 New
LIM
28
Leavell Investment Management
Alabama
$710K +$80.7K +3,135 +13%
IA
29
IFP Advisors
Florida
$644K +$259K +10,070 +68%
LPL Financial
30
LPL Financial
California
$636K +$253K +9,846 +67%
DSA
31
Droms Strauss Advisors
Missouri
$628K +$201K +7,804 +47%
SA
32
Sanctuary Advisors
Indiana
$614K +$2.81K +109 +0.5%
Stifel Financial
33
Stifel Financial
Missouri
$584K +$31.9K +1,241 +6%
GWCM
34
Godshalk Welsh Capital Management
Pennsylvania
$542K +$103K +4,000 +24%
RPC
35
Rossmore Private Capital
Connecticut
$528K +$263K +10,202 +100%
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
$514K +$171K +6,642 +50%
HSG
37
Helen Stephens Group
Texas
$502K -$600K -23,300 -54%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$490K +$592 +23 +0.1%
BPA
39
Beacon Pointe Advisors
California
$444K +$101K +3,919 +30%
Raymond James Financial
40
Raymond James Financial
Florida
$440K +$10.3K +400 +2%
PA
41
Parallel Advisors
California
$402K
SIC
42
Sigma Investment Counselors
Michigan
$377K
HCM
43
Howland Capital Management
Massachusetts
$370K +$117K +4,560 +47%
VAG
44
VisionPoint Advisory Group
Texas
$335K +$334K +12,997 New
IA
45
IFG Advisory
Georgia
$306K +$305K +11,869 New
SPWG
46
Syntegra Private Wealth Group
Missouri
$299K
HFO
47
Heritage Family Offices
Arizona
$282K +$281K +10,923 New
PEWA
48
Pacific Excel Wealth Advisors
California
$282K +$281K +10,923 New
PJSIMP
49
P.J. Schmidt Investment Management (PJS)
Wisconsin
$280K
SIAP
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$278K +$277K +10,775 New