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IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$407K +$406K +15,675 New
PA
27
Parallel Advisors
California
$405K +$404K +15,600 New
NDSI
28
Newman Dignan & Sheerar Inc
Rhode Island
$393K +$393K +15,148 New
DSA
29
Droms Strauss Advisors
Missouri
$357K +$356K +13,748 New
ST
30
Spinnaker Trust
Maine
$352K +$352K +13,558 New
CTC
31
Central Trust Company
Missouri
$336K +$336K +12,949 New
CIA
32
Capital Investment Advisors
Georgia
$318K +$317K +12,241 New
IA
33
IFP Advisors
Florida
$303K +$123K +4,753 +69%
SPWG
34
Syntegra Private Wealth Group
Missouri
$301K +$301K +11,591 New
GWCM
35
Godshalk Welsh Capital Management
Pennsylvania
$260K +$259K +10,000 New
SIC
36
Sigma Investment Counselors
Michigan
$255K +$255K +9,840 New
HCM
37
Howland Capital Management
Massachusetts
$234K +$233K +9,000 New
Morgan Stanley
38
Morgan Stanley
New York
$154K +$154K +5,949 New
RPC
39
Rossmore Private Capital
Connecticut
$118K
CBT
40
Crews Bank & Trust
Florida
$110K
AA
41
Addison Advisors
Vermont
$83.2K
GRP
42
Global Retirement Partners
California
$76.7K
Osaic Holdings
43
Osaic Holdings
Arizona
$41.5K
ATC
44
Adirondack Trust Company
New York
$35.1K +$35.1K +1,354 New
SVWA
45
Sarver Vrooman Wealth Advisors
Missouri
$31.7K
HI
46
Harbour Investments
Wisconsin
$26.3K +$207 +8 +0.8%
BC
47
Barrett & Company
Rhode Island
$25.9K
1L
48
10Elms LLP
Oklahoma
$2.6K
BlackRock
49
BlackRock
New York
$1.69K
SIS
50
Sound Income Strategies
Florida
$209 +$207 +8 New