We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
101
Valmark Advisers
Ohio
$243K +$239K +10,871 New
BWM
102
BCS Wealth Management
Tennessee
$225K +$221K +10,062 New
SWP
103
Summit Wealth Partners
Florida
$216K +$212K +9,656 New
AWM
104
AE Wealth Management
Kansas
$211K +$208K +9,462 New
HBT
105
Hills Bank & Trust
Iowa
$144K +$17K +775 +14%
EW
106
Element Wealth
Mississippi
$136K +$39.3K +1,791 +42%
HPC
107
HM Payson & Co
Maine
$133K +$131K +5,952 New
FWM
108
Focused Wealth Management
New York
$117K +$4.57K +208 +4%
GI
109
Gradient Investments
Minnesota
$98.1K +$20K +910 +26%
BC
110
Barrett & Company
Rhode Island
$94K – – –
BWL
111
Bogart Wealth LLC
Virginia
$75.4K +$74K +3,370 New
PTC
112
Private Trust Company
Ohio
$75.4K – – –
SWC
113
Spectrum Wealth Counsel
Indiana
$67.2K +$65.9K +3,001 New
HWM
114
Horizons Wealth Management
North Carolina
$57.3K +$11.1K +504 +25%
CTWM
115
Cherry Tree Wealth Management
Minnesota
$50.9K +$50K +2,275 New
CAL
116
Capital Analysts LLC
Pennsylvania
$46K – – –
ASN
117
Advisory Services Network
Georgia
$45K +$44.1K +2,009 New
TCM
118
TD Capital Management
Tennessee
$43.9K +$527 +24 +1%
LWANC
119
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.7K +$42.8K +1,950 New
S
120
SignatureFD
Georgia
$33.3K +$32.7K +1,489 New
RF
121
Robbins Farley
New Hampshire
$32.3K – – –
GBT
122
Grove Bank & Trust
Florida
$29.1K – – –
BEI
123
Benjamin Edwards Inc
Missouri
$25K -$8.21K -374 -25%
AGWCA
124
Annis Gardner Whiting Capital Advisors
Florida
$19.3K – – –
OC
125
Oakworth Capital
Alabama
$15.7K +$15.4K +699 New
2 3 4
5
6