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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KTM
101
Keeler Thomas Management
Utah
$1.36M +$13.9K +621 +1%
MBT
102
Montecito Bank & Trust
California
$1.36M +$75.4K +3,370 +6%
KWM
103
KFG Wealth Management
Indiana
$1.31M +$1.05M +47,076 +413%
DWA
104
Delta Wealth Advisors
Indiana
$1.2M +$1.21M +53,830 New
HWM
105
Horizons Wealth Management
North Carolina
$1.13M +$1.06M +47,355 +1,422%
KAS
106
Kestra Advisory Services
Texas
$1.13M +$29.9K +1,337 +3%
Mariner
107
Mariner
Kansas
$1.11M +$213K +9,505 +24%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.06M +$117K +5,219 +12%
Luther King Capital Management (LKCM)
109
Luther King Capital Management (LKCM)
Texas
$994K
GHA
110
Granite Harbor Advisors
Texas
$909K +$41.4K +1,849 +5%
CIA
111
Compass Ion Advisors
Pennsylvania
$891K +$61.2K +2,732 +7%
GI
112
Gradient Investments
Minnesota
$890K +$891K +39,776 New
CSP
113
Cary Street Partners
Virginia
$869K -$53.9K -2,409 -6%
SAM
114
Smithbridge Asset Management
Pennsylvania
$805K +$403K +18,000 +100%
Goldman Sachs
115
Goldman Sachs
New York
$792K -$1.99M -88,836 -71%
APW
116
Austin Private Wealth
Texas
$783K +$3.29K +147 +0.4%
CB
117
Chris Bulman
California
$723K +$723K +32,306 New
SPWM
118
Straight Path Wealth Management
Michigan
$718K +$167K +7,479 +30%
CIBC World Market
119
CIBC World Market
Ontario, Canada
$690K +$690K +30,825 New
HighTower Advisors
120
HighTower Advisors
Illinois
$688K +$306K +13,682 +80%
MFG
121
Mendota Financial Group
Wisconsin
$687K +$8.57K +383 +1%
KOC
122
Koss-Olinger Consulting
Florida
$643K +$131K +5,864 +26%
KOMWMG
123
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$630K +$631K +28,191 New
MWM
124
Modera Wealth Management
New Jersey
$625K +$150K +6,717 +32%
BSTWA
125
Blake Schutter Theil Wealth Advisors
Ohio
$618K +$102K +4,559 +20%