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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$804K +$75.9K +3,362 +11%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$762K +$499K +22,096 +197%
GAM
78
Gould Asset Management
California
$748K +$738K +32,710 New
AWM
79
AE Wealth Management
Kansas
$725K +$408K +18,067 +132%
4WM
80
4J Wealth Management
Virginia
$717K +$35.2K +1,560 +5%
EP
81
Essential Planning
New Hampshire
$706K +$131K +5,813 +23%
PFM
82
Phillips Financial Management
Indiana
$686K -$26.4K -1,168 -4%
SAMC
83
Spectrum Asset Management (California)
California
$644K +$636K +28,164 New
RIA
84
Regal Investment Advisors
Michigan
$636K +$628K +27,845 New
RWP
85
Reliant Wealth Planning
Kentucky
$622K +$52.5K +2,327 +9%
EW
86
Element Wealth
Mississippi
$613K +$511K +22,636 +541%
APW
87
Austin Private Wealth
Texas
$586K +$578K +25,636 New
CIA
88
Compass Ion Advisors
Pennsylvania
$572K +$564K +25,009 New
FFG
89
Foundry Financial Group
New Hampshire
$568K +$561K +24,851 New
KAS
90
Kestra Advisory Services
Texas
$554K +$147K +6,522 +37%
Cerity Partners
91
Cerity Partners
New York
$546K +$237K +10,504 +79%
SPC
92
Sigma Planning Corp
Michigan
$534K +$528K +23,378 New
EW
93
Evexia Wealth
Wisconsin
$533K +$528K +23,407 New
BCM
94
Brookstone Capital Management
Illinois
$504K +$497K +22,031 New
KOC
95
Koss-Olinger Consulting
Florida
$498K +$254K +11,249 +107%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$496K +$489K +21,680 New
HCM
97
Howland Capital Management
Massachusetts
$465K +$459K +20,345 New
KPWS
98
Kestra Private Wealth Services
Texas
$456K +$450K +19,938 New
PAG
99
Private Advisor Group
New Jersey
$415K +$409K +18,139 New
IAIM
100
International Assets Investment Management
Florida
$414K +$408K +18,100 New