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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Shelton Wealth Management
Texas
$4.13M +$1.29M +59,257 +46%
RJA
27
Raymond James & Associates
Florida
$3.99M +$350K +16,109 +10%
DADC
28
D.A. Davidson & Co
Montana
$3.94M +$333K +15,361 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.76M +$2.8M +129,097 +300%
Morgan Stanley
30
Morgan Stanley
New York
$3.49M +$642K +29,566 +23%
CCP
31
Carmel Capital Partners
California
$3.14M +$356K +16,393 +13%
CTC
32
Central Trust Company
Missouri
$3.06M +$749K +34,525 +33%
GRP
33
Global Retirement Partners
California
$3.03M +$347 +16 +0%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$2.85M +$2.81M +129,374 +129%
Financial Engines Advisors
35
Financial Engines Advisors
California
$2.81M +$398K +18,329 +17%
ADL
36
Asset Dedication LLC
California
$2.78M +$2.76M +127,395 New
SWM
37
Stockman Wealth Management
Montana
$2.6M +$404K +18,622 +19%
PAS
38
Park Avenue Securities
New York
$2.5M -$195K -8,964 -7%
FTUS
39
Flow Traders U.S.
New York
$2.43M +$2.04M +94,221 +556%
SCM
40
SCS Capital Management
Massachusetts
$2.38M +$4.12K +190 +0.2%
AWP
41
Accretive Wealth Partners
New Jersey
$2.29M +$29.1K +1,342 +1%
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M +$210K +9,660 +11%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.01M +$255K +11,759 +15%
MIM
44
Moseley Investment Management
Florida
$1.89M +$490K +22,586 +35%
MCM
45
MV Capital Management
Maryland
$1.88M +$35.7K +1,646 +2%
AF
46
Allworth Financial
California
$1.85M -$387K -17,822 -17%
CCWA
47
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.68M +$422K +19,459 +34%
IA
48
IFP Advisors
Florida
$1.61M +$820K +37,783 +105%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.57M +$452K +20,819 +41%
BFO
50
Boston Family Office
Massachusetts
$1.48M +$1.47M +67,765 New