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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
126
KFG Wealth Management
Indiana
$1.81M +$170K +7,426 +10%
MOS
127
MGO One Seven
Ohio
$1.73M +$163K +7,101 +10%
MCC
128
Money Concepts Capital
Florida
$1.68M +$263K +11,493 +19%
MWM
129
Modera Wealth Management
New Jersey
$1.66M +$50.6K +2,210 +3%
MBT
130
Montecito Bank & Trust
California
$1.64M -$33.2K -1,449 -2%
SCM
131
SummitPoint Capital Management
Colorado
$1.62M +$1.62M +70,680 New
MA
132
Montag & Associates
Georgia
$1.56M -$119K -5,188 -7%
OPA
133
Old Port Advisors
Maine
$1.54M -$344K -15,020 -18%
RWP
134
Reliant Wealth Planning
Kentucky
$1.48M -$38K -1,661 -3%
CFS
135
Cannon Financial Strategists
Georgia
$1.45M +$8.13K +355 +0.6%
HBT
136
Heartland Bank & Trust
Illinois
$1.45M – – –
PIM
137
Penobscot Investment Management
Massachusetts
$1.41M -$22.9K -1,000 -2%
SWP
138
Summit Wealth Partners
Florida
$1.39M -$72.2K -3,154 -5%
TC
139
Trust Company
Kansas
$1.39M -$48K -2,096 -3%
DWM
140
Drive Wealth Management
Utah
$1.38M -$306K -13,353 -18%
FA
141
Faithward Advisors
Pennsylvania
$1.35M +$1.35M +58,864 New
RWM
142
Riverchase Wealth Management
Texas
$1.34M -$54.5K -2,382 -4%
APP
143
Avantax Planning Partners
Iowa
$1.33M – – –
KPWS
144
Kestra Private Wealth Services
Texas
$1.32M +$31.1K +1,358 +2%
EP
145
Essential Planning
New Hampshire
$1.28M -$9.34K -408 -0.7%
CIA
146
Compass Ion Advisors
Pennsylvania
$1.23M +$181K +7,908 +17%
HWM
147
Horizons Wealth Management
North Carolina
$1.2M -$6.39K -279 -0.5%
SCM
148
SCS Capital Management
Massachusetts
$1.19M +$400K +17,486 +51%
IAIM
149
International Assets Investment Management
Florida
$1.15M -$222K -9,682 -16%
HNW
150
High Note Wealth
Minnesota
$1.13M +$64.9K +2,836 +6%
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