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iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1
Vishria Bird Financial Group
Tennessee
$10.6M +$10.5M +408,263 New
Jane Street
2
Jane Street
New York
$2.02M +$1.35M +52,575 +208%
QFA
3
Quantum Financial Advisors
California
$1.08M +$1.07M +41,662 New
HSG
4
Helen Stephens Group
Texas
$902K +$893K +34,865 New
LIM
5
Leavell Investment Management
Alabama
$766K +$299K +11,685 +65%
CLA (CliftonLarsonAllen) Wealth Advisors
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$757K +$749K +29,249 New
MassMutual Private Wealth & Trust
7
MassMutual Private Wealth & Trust
Connecticut
$713K +$157K +6,124 +29%
Atlantic Union Bankshares
8
Atlantic Union Bankshares
Virginia
$530K +$407K +15,877 +347%
Raymond James Financial
9
Raymond James Financial
Florida
$413K – – –
LIA
10
LBMC Investment Advisors
Tennessee
$405K +$401K +15,640 New
Hills Bank & Trust
11
Hills Bank & Trust
Iowa
$285K +$282K +11,021 New
Coldstream Capital Management
12
Coldstream Capital Management
Washington
$263K +$261K +10,174 New
IFP Advisors
13
IFP Advisors
Florida
$179K +$152K +5,940 +603%
RPC
14
Rossmore Private Capital
Connecticut
$117K +$116K +4,537 New
CBT
15
Crews Bank & Trust
Florida
$110K +$109K +4,250 New
AA
16
Addison Advisors
Vermont
$83K +$56.3K +2,200 +219%
Global Retirement Partners
17
Global Retirement Partners
California
$76.5K +$75.7K +2,956 New
BWM
18
Bullock Wealth Management
Indiana
$51.2K +$50.7K +1,980 New
Osaic Holdings
19
Osaic Holdings
Arizona
$41.4K – – –
SVWA
20
Sarver Vrooman Wealth Advisors
Missouri
$31.6K +$31.2K +1,220 New
Harbour Investments
21
Harbour Investments
Wisconsin
$26.1K +$25.8K +1,007 New
BC
22
Barrett & Company
Rhode Island
$25.9K – – –
1L
23
10Elms LLP
Oklahoma
$2.59K +$2.56K +100 New
UBS Group
24
UBS Group
Switzerland
$2.2K +$2.18K +85 New
BlackRock
25
BlackRock
New York
$1.68K – – –