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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
251
Unified Investment Management
Georgia
$259K +$58.6K +2,560 +29%
PA
252
Parallel Advisors
California
$257K +$121K +5,268 +89%
HFA
253
Highland Financial Advisors
New Jersey
$253K – – –
JIR
254
James Investment Research
Ohio
$252K – – –
FIA
255
Foundations Investment Advisors
Arizona
$249K +$249K +10,853 New
SG
256
StoneX Group
New York
$246K +$246K +10,730 New
CFG
257
Cooper Financial Group
California
$244K -$48.5K -2,118 -17%
MCM
258
Mattern Capital Management
Colorado
$239K -$50.1K -2,186 -17%
AWE
259
Avidian Wealth Enterprises
Texas
$236K – – –
GPA
260
Guidance Point Advisors
Massachusetts
$235K +$11.9K +521 +5%
HA
261
Hanover Advisors
South Carolina
$230K -$5.79K -253 -2%
SC
262
Savant Capital
Illinois
$229K – – –
FFS
263
Flavin Financial Services
Florida
$227K – – –
4WM
264
4J Wealth Management
Virginia
$223K -$57.4K -2,505 -20%
MMA
265
Miracle Mile Advisors
California
$223K +$223K +9,731 New
RIA
266
Regal Investment Advisors
Michigan
$223K -$266K -11,619 -54%
MWM
267
Mascoma Wealth Management
New Hampshire
$219K – – –
ESB
268
Essex Savings Bank
Connecticut
$218K +$218K +9,522 New
BFG
269
Berger Financial Group
Minnesota
$218K -$111K -4,848 -34%
FFN
270
Focus Financial Network
Minnesota
$214K – – –
DWM
271
DecisionMap Wealth Management
Virginia
$212K – – –
TCA
272
Transcend Capital Advisors
New Jersey
$212K -$11K -480 -5%
DWM
273
Dakota Wealth Management
Florida
$209K – – –
VA
274
VestGen Advisors
Illinois
$205K +$3.73K +163 +2%
CF
275
Centaurus Financial
California
$205K +$2.66K +116 +1%
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11
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