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iShares iBonds Dec 2026 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
101
Element Wealth
Mississippi
$734K +$49.6K +2,197 +7%
SRC
102
Shufro Rose & Co
New York
$730K +$18K +799 +3%
LSAG
103
Lake Street Advisors Group
New Hampshire
$709K -$1.69K -75 -0.2%
UCFA
104
United Capital Financial Advisors
Texas
$686K +$200K +8,843 +41%
KPWS
105
Kestra Private Wealth Services
Texas
$684K +$48.4K +2,144 +8%
SF
106
Safeguard Financial
Wisconsin
$682K +$379K +16,805 +126%
CIA
107
Compass Ion Advisors
Pennsylvania
$677K
RWP
108
Reliant Wealth Planning
Kentucky
$651K +$34.4K +1,522 +6%
BCM
109
Brookstone Capital Management
Illinois
$646K -$23.5K -1,040 -4%
KAS
110
Kestra Advisory Services
Texas
$622K +$50.2K +2,226 +9%
PAG
111
Private Advisor Group
New Jersey
$621K -$34.4K -1,526 -5%
EH
112
Equitable Holdings
New York
$594K +$100K +4,435 +20%
RIA
113
Regal Investment Advisors
Michigan
$570K -$30.6K -1,357 -5%
GHA
114
Granite Harbor Advisors
Texas
$549K +$13.1K +580 +2%
CSIA
115
Conrad Siegel Investment Advisors
Pennsylvania
$523K +$9.93K +440 +2%
KOC
116
Koss-Olinger Consulting
Florida
$508K +$507K +22,441 New
4WM
117
4J Wealth Management
Virginia
$504K +$115K +5,092 +30%
GSAM
118
Grant Street Asset Management
Pennsylvania
$496K +$494K +21,892 New
SPWM
119
Straight Path Wealth Management
Michigan
$477K +$31.1K +1,380 +7%
BWM
120
BCS Wealth Management
Tennessee
$467K
BC
121
Barrett & Company
Rhode Island
$463K +$22.8K +1,012 +5%
RPSA
122
Richard P. Slaughter Associates
Texas
$459K -$50.8K -2,252 -10%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$451K -$39.6K -1,755 -8%
IAIM
124
International Assets Investment Management
Florida
$441K
Cerity Partners
125
Cerity Partners
New York
$419K