We are live on ! Find out more
IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$291K +$15.4K +688 +6%
PCIA
152
Prime Capital Investment Advisors
Kansas
$282K +$33.3K +1,494 +13%
SFC
153
Strategic Financial Concepts
Texas
$280K
EP
154
Essential Planning
New Hampshire
$280K +$1.74K +78 +0.6%
LWM
155
Liberty Wealth Management
California
$279K +$2.3K +103 +0.8%
CFGA
156
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
157
DecisionMap Wealth Management
Virginia
$261K
CF
158
Cyr Financial
Illinois
$261K +$260K +11,645 New
MFG
159
Merit Financial Group
Georgia
$260K +$15.8K +706 +6%
UCB
160
United Community Bank
South Carolina
$258K
HFA
161
Highland Financial Advisors
New Jersey
$256K
KWM
162
KFG Wealth Management
Indiana
$255K +$46.6K +2,088 +22%
PCA
163
Prosperity Capital Advisors
Ohio
$252K +$2.32K +104 +0.9%
HA
164
Hamel Associates
New Jersey
$247K +$10.2K +458 +4%
YWM
165
Yoder Wealth Management
California
$246K
GDP
166
Great Diamond Partners
Maine
$242K +$242K +10,823 New
PWA
167
Physician Wealth Advisors
Utah
$233K +$737 +33 +0.3%
GPA
168
Guidance Point Advisors
Massachusetts
$219K +$218K +9,781 New
BFG
169
Berger Financial Group
Minnesota
$215K
BPA
170
Beacon Pointe Advisors
California
$204K +$203K +9,099 New
CWM
171
Connecticut Wealth Management
Connecticut
$203K -$61.9K -2,772 -23%
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$125K +$78.1K +3,500 +167%
HBT
173
Hills Bank & Trust
Iowa
$111K +$9.87K +442 +10%
Comerica Bank
174
Comerica Bank
Texas
$100K -$16.3K -731 -14%
LWA
175
Lowe Wealth Advisors
Maryland
$94.4K