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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
151
Equitable Holdings
New York
$423K +$95.9K +4,282 +29%
JCM
152
Jacobi Capital Management
Pennsylvania
$413K +$28.3K +1,264 +7%
PP
153
Prosperity Planning
Missouri
$413K – – –
IAA
154
Independent Advisor Alliance
North Carolina
$409K +$22.4K +999 +6%
WFMPM
155
Woodley Farra Manion Portfolio Management
Indiana
$398K +$32.4K +1,446 +9%
CW
156
CreativeOne Wealth
Kansas
$396K +$397K +17,712 New
GDP
157
Great Diamond Partners
Maine
$394K +$152K +6,804 +63%
WP
158
Walleye Partners
Wisconsin
$384K +$384K +17,159 New
SWMG
159
Signature Wealth Management Group
Georgia
$378K – – –
OIA
160
OneDigital Investment Advisors
Kansas
$378K +$379K +16,915 New
TC
161
TFR Capital
Texas
$366K +$366K +16,369 New
WANY
162
Wealthspire Advisors (New York)
New York
$362K +$71.3K +3,186 +25%
PCIA
163
Prime Capital Investment Advisors
Kansas
$357K +$75.5K +3,372 +27%
OCG
164
Opus Capital Group
Ohio
$354K +$29.8K +1,330 +9%
MOS
165
MGO One Seven
Ohio
$353K +$353K +15,775 New
KIM
166
Kestra Investment Management
Texas
$351K +$1.97K +88 +0.6%
PB
167
Pinnacle Bancorp
Nebraska
$346K – – –
SFB
168
STAR Financial Bank
Indiana
$346K -$13.5K -602 -4%
SWP
169
Summit Wealth Partners
Florida
$345K – – –
TWM
170
Trinity Wealth Management
Pennsylvania
$344K +$6.92K +309 +2%
CBT
171
Crews Bank & Trust
Florida
$338K -$30.8K -1,375 -8%
CIAS
172
CFS Investment Advisory Services
New Jersey
$320K +$9.49K +424 +3%
SAMC
173
Spectrum Asset Management (California)
California
$309K +$309K +13,803 New
AGP
174
Autumn Glory Partners
Texas
$306K +$1.28K +57 +0.4%
KAS
175
KPP Advisory Services
Kentucky
$304K – – –
5 6
7
8 9