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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.8M +$67.5M +3,060,651 +1,768%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$45M +$2.46M +111,484 +6%
Wells Fargo
3
Wells Fargo
California
$43.5M +$7.71M +349,894 +21%
Bank of America
4
Bank of America
North Carolina
$38.5M +$23.3M +1,055,819 +150%
NA
5
NewEdge Advisors
Louisiana
$34.4M +$11.9M +541,900 +53%
Raymond James Financial
6
Raymond James Financial
Florida
$28.9M +$29M +1,317,442 New
AP
7
Atwood & Palmer
Missouri
$23.7M +$1.63M +73,906 +7%
SWP
8
Stratos Wealth Partners
Ohio
$20.8M +$3.74M +169,656 +22%
HAS
9
Horizon Advisory Services
New York
$17.6M +$516K +23,419 +3%
Stifel Financial
10
Stifel Financial
Missouri
$16.2M -$6.31M -286,414 -28%
UBS Group
11
UBS Group
Switzerland
$14.8M +$5.21M +236,246 +54%
DP
12
Denver PWM
Colorado
$13.6M +$3.91M +177,229 +40%
CIM
13
Confluence Investment Management
Missouri
$13.4M -$1.59M -71,982 -11%
JAG
14
Journey Advisory Group
Kentucky
$13.2M – – –
BEI
15
Benjamin Edwards Inc
Missouri
$13M -$4.81M -218,211 -27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.5M +$179K +8,111 +1%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$11.8M +$7.39M +335,023 +166%
EP
18
Essential Planning
New Hampshire
$11M +$11M +500,007 New
MA
19
MKT Advisors
California
$10.7M +$2.45M +111,251 +30%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$10.6M +$1.43M +64,750 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.3M +$2.24M +101,392 +27%
TC
22
Trust Company
Kansas
$10.3M +$838K +37,993 +9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$9.94M -$5.46M -247,540 -35%
LPT
24
Legacy Private Trust
Wisconsin
$9.91M +$988K +44,803 +11%
MIM
25
Moseley Investment Management
Florida
$8.33M +$339K +15,382 +4%
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