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IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$8.77M -$13.3M -511,559 -60%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.13M +$6.26M +239,774 +628%
US Bancorp
3
US Bancorp
Minnesota
$4.62M +$3.15M +120,694 +203%
QFA
4
Quantum Financial Advisors
California
$3.61M +$2.56M +98,213 +231%
PWM
5
Praetorian Wealth Management
California
$3.35M +$2.15M +82,397 +173%
LIA
6
LBMC Investment Advisors
Tennessee
$3.23M +$725K +27,766 +28%
Bank of America
7
Bank of America
North Carolina
$2.87M +$1.51M +57,675 +107%
CCM
8
Coldstream Capital Management
Washington
$2.19M +$279K +10,703 +14%
Jane Street
9
Jane Street
New York
$2.1M +$564K +21,607 +36%
EIP
10
Ellis Investment Partners
Pennsylvania
$1.83M +$62.7K +2,403 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.47M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.26M +$1.28M +49,152 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.19M +$801K +30,682 +196%
HBT
14
Hills Bank & Trust
Iowa
$1.15M +$524K +20,063 +81%
HSG
15
Helen Stephens Group
Texas
$1.1M
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.09M +$261K +9,985 +31%
NA
17
NewEdge Advisors
Louisiana
$991K
AUB
18
Atlantic Union Bankshares
Virginia
$904K +$104K +3,993 +13%
CTC
19
Central Trust Company
Missouri
$883K +$560K +21,454 +166%
GWMR
20
GC Wealth Management RIA
Massachusetts
$791K +$804K +30,812 New
KAS
21
Kestra Advisory Services
Texas
$763K +$295K +11,298 +61%
VA
22
Valmark Advisers
Ohio
$755K +$51.5K +1,975 +7%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$732K +$200K +7,655 +37%
ST
24
Spinnaker Trust
Maine
$692K +$350K +13,405 +99%
LIM
25
Leavell Investment Management
Alabama
$626K +$15.9K +610 +3%