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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
126
Drive Wealth Management
Utah
$1.68M -$129K -5,647 -7%
MA
127
Montag & Associates
Georgia
$1.68M -$50.6K -2,208 -3%
MBT
128
Montecito Bank & Trust
California
$1.67M +$69.5K +3,035 +4%
KWM
129
KFG Wealth Management
Indiana
$1.64M +$841K +36,728 +106%
MWM
130
Modera Wealth Management
New Jersey
$1.61M +$400K +17,482 +33%
MOS
131
MGO One Seven
Ohio
$1.56M +$1.35M +58,760 +620%
MWM
132
Modern Wealth Management
Kansas
$1.55M +$542K +23,676 +54%
RWP
133
Reliant Wealth Planning
Kentucky
$1.51M +$50.1K +2,187 +3%
SWP
134
Summit Wealth Partners
Florida
$1.46M +$1.49K +65 +0.1%
EWM
135
Endowment Wealth Management
Wisconsin
$1.46M +$1.46M +63,636 New
HBT
136
Heartland Bank & Trust
Illinois
$1.44M – – –
TWC
137
TD Waterhouse Canada
Ontario, Canada
$1.44M +$12K +525 +0.8%
TC
138
Trust Company
Kansas
$1.44M -$31.6K -1,379 -2%
CFS
139
Cannon Financial Strategists
Georgia
$1.44M +$16.6K +723 +1%
PIM
140
Penobscot Investment Management
Massachusetts
$1.43M +$1.03M +45,000 +257%
APW
141
Austin Private Wealth
Texas
$1.42M +$5.5K +240 +0.4%
MCC
142
Money Concepts Capital
Florida
$1.42M +$361K +15,781 +34%
RWM
143
Riverchase Wealth Management
Texas
$1.39M +$303K +13,216 +28%
IAIM
144
International Assets Investment Management
Florida
$1.38M -$72.6K -3,169 -5%
APP
145
Avantax Planning Partners
Iowa
$1.32M -$69 -3 -0%
KPWS
146
Kestra Private Wealth Services
Texas
$1.29M +$368K +16,069 +40%
EP
147
Essential Planning
New Hampshire
$1.28M -$22.2K -968 -2%
TFS
148
Thoroughbred Financial Services
Tennessee
$1.23M -$276K -12,043 -18%
HWM
149
Horizons Wealth Management
North Carolina
$1.21M +$121K +5,301 +11%
MFG
150
Merit Financial Group
Georgia
$1.11M +$53.1K +2,318 +5%
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