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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
101
Straight Path Wealth Management
Michigan
$412K +$407K +18,032 New
EH
102
Equitable Holdings
New York
$408K +$403K +17,865 New
PWM
103
Perigon Wealth Management
California
$384K -$38.9K -1,726 -9%
DSC
104
Duncker Streett & Co
Missouri
$363K
SWMG
105
Signature Wealth Management Group
Georgia
$362K +$357K +15,835 New
CIAS
106
CFS Investment Advisory Services
New Jersey
$355K -$40.3K -1,786 -10%
WHCI
107
W.H. Cornerstone Investments
Massachusetts
$348K -$23.9K -1,057 -6%
BPA
108
Beacon Pointe Advisors
California
$343K +$85.9K +3,805 +34%
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$336K
FWM
110
Focused Wealth Management
New York
$326K -$3.54K -157 -1%
CW
111
CreativeOne Wealth
Kansas
$325K +$320K +14,200 New
GHA
112
Granite Harbor Advisors
Texas
$316K -$6.09K -270 -2%
CA
113
Cetera Advisors
Colorado
$312K +$53.4K +2,367 +21%
PS
114
Principal Securities
Iowa
$308K +$304K +13,464 New
APW
115
Atlantic Private Wealth
North Carolina
$300K +$296K +13,120 New
BC
116
Barrett & Company
Rhode Island
$297K -$2.26K -100 -0.8%
MWM
117
Mascoma Wealth Management
New Hampshire
$289K +$81.1K +3,595 +40%
AGP
118
Autumn Glory Partners
Texas
$287K +$16.8K +745 +6%
AWM
119
Apollon Wealth Management
South Carolina
$283K +$279K +12,361 New
YWM
120
Yoder Wealth Management
California
$270K +$267K +11,822 New
RPSA
121
Richard P. Slaughter Associates
Texas
$264K +$261K +11,553 New
MFG
122
Mendota Financial Group
Wisconsin
$260K +$257K +11,369 New
HFA
123
Highland Financial Advisors
New Jersey
$252K +$249K +11,027 New
GSB
124
Greenfield Savings Bank
Massachusetts
$246K -$26.1K -1,156 -10%
VA
125
Valmark Advisers
Ohio
$243K +$239K +10,612 New