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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.6M +$6.03M +276,674 +44%
AP
2
Atwood & Palmer
Missouri
$17M +$17.2M +789,905 New
AWM
3
AE Wealth Management
Kansas
$15.6M -$607K -27,869 -4%
SWP
4
Stratos Wealth Partners
Ohio
$10.2M +$766K +35,190 +8%
CIM
5
Confluence Investment Management
Missouri
$10.1M -$159K -7,290 -2%
NA
6
Nottingham Advisors
New York
$8.03M +$5.25M +240,892 +111%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.04M +$3.64M +167,015 +249%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.31M +$59K +2,711 +1%
RJA
9
Raymond James & Associates
Florida
$3.78M +$3.82M +175,230 New
PAS
10
Park Avenue Securities
New York
$3.28M -$766K -35,148 -19%
Bank of America
11
Bank of America
North Carolina
$2.84M +$886K +40,694 +45%
UBS Group
12
UBS Group
Switzerland
$2.59M -$236K -10,848 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.44M +$319K +14,640 +15%
DADC
14
D.A. Davidson & Co
Montana
$2.15M +$270K +12,408 +14%
Jane Street
15
Jane Street
New York
$1.74M +$1.43M +65,725 +440%
SWM
16
Stockman Wealth Management
Montana
$1.22M +$677K +31,096 +121%
NA
17
NewEdge Advisors
Louisiana
$1.2M +$662K +30,411 +121%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$819K +$36.4K +1,669 +5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$760K +$768K +35,248 New
ABC
20
Associated Banc-Corp
Wisconsin
$728K +$736K +33,776 New
Stifel Financial
21
Stifel Financial
Missouri
$719K +$190K +8,744 +35%
MIM
22
Moseley Investment Management
Florida
$686K +$694K +31,855 New
Osaic Holdings
23
Osaic Holdings
Arizona
$598K +$340K +15,619 +129%
Citadel Advisors
24
Citadel Advisors
Florida
$587K +$99.1K +4,550 +20%
Ameriprise
25
Ameriprise
Minnesota
$586K +$593K +27,206 New
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