We are live on ! Find out more
IBTG icon

iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$77.3M +$3.46M +153,477 +5%
HPC
2
HM Payson & Co
Maine
$75.1M +$9.5M +421,086 +15%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$59.9M +$59.4M +2,633,192 +27,732%
CIA
4
Capital Investment Advisors
Georgia
$51.9M +$2M +88,816 +4%
Bank of America
5
Bank of America
North Carolina
$41.6M +$5.31M +235,264 +15%
NA
6
NewEdge Advisors
Louisiana
$34.2M -$1.21M -53,445 -3%
Wells Fargo
7
Wells Fargo
California
$28.6M -$662K -29,313 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$16.7M +738,317 +193%
B
9
Bailard
California
$24M -$1.42M -62,824 -6%
UBS Group
10
UBS Group
Switzerland
$21.5M +$1.62M +71,705 +8%
CIM
11
Confluence Investment Management
Missouri
$19.6M -$88.3K -3,910 -0.5%
MFG
12
Monumental Financial Group
Maryland
$14.4M +$14.3M +634,479 New
IWC
13
Integrated Wealth Concepts
Massachusetts
$14M +$2.72M +120,379 +24%
SWP
14
Stratos Wealth Partners
Ohio
$13.6M +$700K +31,015 +5%
LPL Financial
15
LPL Financial
California
$13M +$230K +10,208 +2%
MCM
16
MV Capital Management
Maryland
$12.7M +$148K +6,548 +1%
DP
17
Denver PWM
Colorado
$12.6M +$12.5M +555,420 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$12.6M +$917K +40,634 +8%
TC
19
Trust Company
Kansas
$11.9M +$219K +9,706 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11M -$10.7K -473 -0.1%
KF
21
Krilogy Financial
Missouri
$10.5M +$195K +8,651 +2%
SPIA
22
Steward Partners Investment Advisory
New York
$9.99M +$587K +25,997 +6%
BWFA
23
Baltimore-Washington Financial Advisors
Maryland
$9.44M +$226K +9,999 +2%
Stifel Financial
24
Stifel Financial
Missouri
$9.2M +$7.51M +332,797 +454%
Osaic Holdings
25
Osaic Holdings
Arizona
$9.01M +$3.2M +141,796 +55%
1
2 3 4 5