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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
51
Conrad Siegel Investment Advisors
Pennsylvania
$311K +$1.74K +76 +0.6%
JFG
52
JDM Financial Group
Texas
$295K +$92.2K +4,028 +46%
FAAM
53
First Ascent Asset Management
Colorado
$295K +$292K +12,772 New
BC
54
Barrett & Company
Rhode Island
$286K +$73.4K +3,210 +35%
Cerity Partners
55
Cerity Partners
New York
$276K +$49.5K +2,165 +22%
IA
56
IFP Advisors
Florida
$263K +$80.5K +3,517 +51%
GHA
57
Granite Harbor Advisors
Texas
$259K +$40.1K +1,754 +19%
CA
58
Cetera Advisors
Colorado
$255K +$13.3K +580 +6%
ETIA
59
Epic Trust Investment Advisors
Washington
$238K +$236K +10,304 New
LA
60
LVW Advisors
New York
$237K +$6.41K +280 +3%
ABC
61
Associated Banc-Corp
Wisconsin
$236K +$234K +10,242 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$230K +$228K +9,986 New
APP
63
Avantax Planning Partners
Iowa
$208K +$206K +9,017 New
SPIA
64
Steward Partners Investment Advisory
New York
$188K – – –
MA
65
Montag & Associates
Georgia
$163K – – –
BWM
66
BerganKDV Wealth Management
Minnesota
$144K – – –
HWM
67
Horizons Wealth Management
North Carolina
$120K +$65.8K +2,875 +123%
AF
68
Advisornet Financial
Minnesota
$114K +$71.4K +3,120 +173%
SCA
69
Stonebridge Capital Advisors
Minnesota
$114K +$71.4K +3,120 +173%
GRP
70
Global Retirement Partners
California
$106K +$458 +20 +0.4%
GI
71
Gradient Investments
Minnesota
$96.3K +$45.1K +1,972 +90%
SFG
72
Steward Financial Group
Texas
$77K +$77.3K +3,377 New
PTC
73
Private Trust Company
Ohio
$76K +$75.3K +3,293 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$46K – – –
TCM
75
TD Capital Management
Tennessee
$43K +$252 +11 +0.6%
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