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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Perigon Wealth Management
California
$522K -$36.9K -1,607 -7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$503K +$510K +22,217 New
Ameriprise
53
Ameriprise
Minnesota
$461K +$467K +20,339 New
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$458K
CSPAM
55
Cary Street Partners Asset Management
Virginia
$405K +$42.8K +1,863 +12%
LIM
56
Leavell Investment Management
Alabama
$405K +$31K +1,350 +8%
ABC
57
Associated Banc-Corp
Wisconsin
$382K +$153K +6,645 +65%
WHCI
58
W.H. Cornerstone Investments
Massachusetts
$362K -$29.5K -1,284 -7%
CIAS
59
CFS Investment Advisory Services
New Jersey
$355K -$80.2K -3,493 -18%
LB
60
Leo Brokerage
Texas
$338K +$342K +14,903 New
FWM
61
Focused Wealth Management
New York
$330K -$482 -21 -0.1%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$328K +$103K +4,501 +45%
GHA
63
Granite Harbor Advisors
Texas
$322K +$68.4K +2,978 +27%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$317K
Cerity Partners
65
Cerity Partners
New York
$303K +$32.7K +1,426 +12%
BC
66
Barrett & Company
Rhode Island
$297K +$16.3K +710 +6%
FAAM
67
First Ascent Asset Management
Colorado
$293K +$3.51K +153 +1%
JFG
68
JDM Financial Group
Texas
$293K +$3.51K +153 +1%
IA
69
IFP Advisors
Florida
$278K +$41.3K +1,799 +17%
MA
70
MKT Advisors
California
$277K +$281K +12,261 New
GSB
71
Greenfield Savings Bank
Massachusetts
$270K +$274K +11,934 New
CA
72
Cetera Advisors
Colorado
$252K +$2.04K +89 +0.8%
KAS
73
Kestra Advisory Services
Texas
$236K +$239K +10,400 New
LA
74
LVW Advisors
New York
$233K
APP
75
Avantax Planning Partners
Iowa
$209K +$4.52K +197 +2%