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
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$43.7M +$7.64M +343,047 +21%
Wells Fargo
2
Wells Fargo
California
$36.8M +$4.23M +190,105 +13%
NA
3
NewEdge Advisors
Louisiana
$23.2M +$18.4M +824,582 +400%
Stifel Financial
4
Stifel Financial
Missouri
$23.1M +$21.6M +970,986 +1,800%
AP
5
Atwood & Palmer
Missouri
$22.7M +$1.56M +70,204 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$21.5M +$1.34M +60,129 +7%
BEI
7
Benjamin Edwards Inc
Missouri
$18.2M +$18M +809,648 New
HAS
8
Horizon Advisory Services
New York
$17.6M +$325K +14,586 +2%
SWP
9
Stratos Wealth Partners
Ohio
$17.5M +$564K +25,317 +3%
Bank of America
10
Bank of America
North Carolina
$15.8M +$1.04M +46,688 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15.8M +$991K +44,502 +7%
CIM
12
Confluence Investment Management
Missouri
$15.4M +$5.25M +235,642 +53%
JAG
13
Journey Advisory Group
Kentucky
$13.2M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$12.7M +$279K +12,542 +2%
DP
15
Denver PWM
Colorado
$9.97M +$448K +20,115 +5%
UBS Group
16
UBS Group
Switzerland
$9.91M +$1.56M +70,136 +19%
TC
17
Trust Company
Kansas
$9.68M +$404K +18,147 +4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$9.39M +$4.18M +187,879 +82%
LPT
19
Legacy Private Trust
Wisconsin
$9.17M +$684K +30,723 +8%
MA
20
MKT Advisors
California
$8.45M +$823K +36,942 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.32M +$4.4M +197,692 +115%
MIM
22
Moseley Investment Management
Florida
$8.21M +$6.2M +278,269 +321%
PA
23
Pineridge Advisors
Missouri
$7.39M -$1.6M -71,973 -18%
SWM
24
Scissortail Wealth Management
Oklahoma
$7.27M -$6.54M -293,581 -100%
LPL Financial
25
LPL Financial
California
$6.65M +$1.73M +77,531 +36%