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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
101
Kestra Investment Management
Texas
$692K +$529K +24,017 +340%
FW
102
FullCircle Wealth
Texas
$647K +$344K +15,623 +117%
CIA
103
Compass Ion Advisors
Pennsylvania
$634K
DSC
104
Duncker Streett & Co
Missouri
$598K
RFG
105
RFP Financial Group
Georgia
$594K +$588K +26,704 New
CCM
106
Coldstream Capital Management
Washington
$566K +$560K +25,451 New
BSTWA
107
Blake Schutter Theil Wealth Advisors
Ohio
$538K +$50.1K +2,277 +10%
GSAM
108
Grant Street Asset Management
Pennsylvania
$519K +$3.28K +149 +0.6%
SWMG
109
Signature Wealth Management Group
Georgia
$518K +$117K +5,294 +29%
KOC
110
Koss-Olinger Consulting
Florida
$508K +$120K +5,429 +31%
Cerity Partners
111
Cerity Partners
New York
$471K +$2.05K +93 +0.4%
SPWM
112
Straight Path Wealth Management
Michigan
$467K -$5.15K -234 -1%
Creative Planning
113
Creative Planning
Kansas
$466K +$57.7K +2,620 +14%
WAS
114
Wealth Advisory Solutions
Indiana
$447K +$442K +20,088 New
BC
115
Barrett & Company
Rhode Island
$433K +$101K +4,600 +31%
EW
116
Evexia Wealth
Wisconsin
$428K +$8.41K +382 +2%
MCM
117
MAI Capital Management
Ohio
$409K +$2.6K +118 +0.6%
HBT
118
Heartland Bank & Trust
Illinois
$397K
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$382K
CIAS
120
CFS Investment Advisory Services
New Jersey
$377K +$86.1K +3,912 +30%
JCM
121
Jacobi Capital Management
Pennsylvania
$357K +$198 +9 +0.1%
PB
122
Pinnacle Bancorp
Nebraska
$345K +$30.1K +1,365 +10%
PP
123
Prosperity Planning
Missouri
$339K
TWM
124
Trinity Wealth Management
Pennsylvania
$335K
CBT
125
Crews Bank & Trust
Florida
$318K +$23.6K +1,070 +8%