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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
101
Equitable Holdings
New York
$408K +$403K +17,865 New
PWM
102
Perigon Wealth Management
California
$384K -$38.9K -1,726 -9%
DSC
103
Duncker Streett & Co
Missouri
$363K – – –
SWMG
104
Signature Wealth Management Group
Georgia
$362K +$357K +15,835 New
CIAS
105
CFS Investment Advisory Services
New Jersey
$355K -$40.3K -1,786 -10%
WHCI
106
W.H. Cornerstone Investments
Massachusetts
$348K -$23.9K -1,057 -6%
BPA
107
Beacon Pointe Advisors
California
$343K +$85.9K +3,805 +34%
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$336K – – –
FWM
109
Focused Wealth Management
New York
$326K -$3.54K -157 -1%
CW
110
CreativeOne Wealth
Kansas
$325K +$320K +14,200 New
GHA
111
Granite Harbor Advisors
Texas
$316K -$6.09K -270 -2%
CA
112
Cetera Advisors
Colorado
$312K +$53.4K +2,367 +21%
PS
113
Principal Securities
Iowa
$308K +$304K +13,464 New
APW
114
Atlantic Private Wealth
North Carolina
$300K +$296K +13,120 New
BC
115
Barrett & Company
Rhode Island
$297K -$2.26K -100 -0.8%
MWM
116
Mascoma Wealth Management
New Hampshire
$289K +$81.1K +3,595 +40%
AGP
117
Autumn Glory Partners
Texas
$287K +$16.8K +745 +6%
AWM
118
Apollon Wealth Management
South Carolina
$283K +$279K +12,361 New
YWM
119
Yoder Wealth Management
California
$270K +$267K +11,822 New
RPSA
120
Richard P. Slaughter Associates
Texas
$264K +$261K +11,553 New
MFG
121
Mendota Financial Group
Wisconsin
$260K +$257K +11,369 New
HFA
122
Highland Financial Advisors
New Jersey
$252K +$249K +11,027 New
GSB
123
Greenfield Savings Bank
Massachusetts
$246K -$26.1K -1,156 -10%
VA
124
Valmark Advisers
Ohio
$243K +$239K +10,612 New
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$238K +$235K +10,423 New