We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
251
Highland Financial Advisors
New Jersey
$254K
DWML
252
Decker Wealth Management LLC
Tennessee
$251K
MWM
253
Mascoma Wealth Management
New Hampshire
$247K
AM
254
Atwater Malick
Pennsylvania
$245K +$246K +10,940 New
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$245K +10,893 New
WA
256
Waverly Advisors
Alabama
$241K -$11.5K -513 -5%
SAG
257
SageView Advisory Group
California
$239K +$90K +4,005 +60%
GPA
258
Guidance Point Advisors
Massachusetts
$235K +$12K +534 +5%
MIG
259
McGuire Investment Group
Rhode Island
$234K +$17.3K +771 +8%
BFIM
260
Beese Fulmer Investment Management
Ohio
$232K +$2.25K +100 +1%
TC
261
Trust Company
Kansas
$229K +$652 +29 +0.3%
MCM
262
Mattern Capital Management
Colorado
$227K -$49.9K -2,220 -18%
CCP
263
Carmel Capital Partners
California
$224K
CTWM
264
Cherry Tree Wealth Management
Minnesota
$222K
MIM
265
Moseley Investment Management
Florida
$218K
DWM
266
Dakota Wealth Management
Florida
$209K
MMA
267
Miracle Mile Advisors
California
$208K +$208K +9,262 New
BFG
268
Berger Financial Group
Minnesota
$207K
MAM
269
Milestone Asset Management
Pennsylvania
$206K +$207K +9,203 New
IAIM
270
International Assets Investment Management
Florida
$184K -$20.2K -900 -10%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$163K +$6.34K +282 +4%
PWA
272
Physician Wealth Advisors
Utah
$155K
BCCM
273
Black Cypress Capital Management
Florida
$146K +$71.9K +3,200 +97%
MA
274
Montag & Associates
Georgia
$126K
WSFS
275
Wilmington Savings Fund Society
Delaware
$112K +$112K +5,000 New