We are live on ! Find out more
IBTI icon

iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.4M +$4.36M +197,843 +6%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$54.8M +$9.03M +410,011 +20%
Wells Fargo
3
Wells Fargo
California
$53.8M +$9.55M +433,722 +22%
Bank of America
4
Bank of America
North Carolina
$45.9M +$6.72M +305,271 +17%
NA
5
NewEdge Advisors
Louisiana
$33.3M -$1.69M -76,904 -5%
Raymond James Financial
6
Raymond James Financial
Florida
$26.9M -$2.37M -107,837 -8%
AP
7
Atwood & Palmer
Missouri
$25.2M +$1.1M +50,013 +5%
SWP
8
Stratos Wealth Partners
Ohio
$22.2M +$1.06M +47,989 +5%
HAS
9
Horizon Advisory Services
New York
$18.4M +$483K +21,922 +3%
UBS Group
10
UBS Group
Switzerland
$17.5M +$2.37M +107,805 +16%
JAG
11
Journey Advisory Group
Kentucky
$17.3M +$3.82M +173,328 +29%
FAC
12
Financial Advisory Corporation
Michigan
$16.5M +$16.3M +741,664 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$15.4M +$4.86M +220,791 +47%
DP
14
Denver PWM
Colorado
$15.3M +$1.52M +69,223 +11%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$13.4M +$1.4M +63,620 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$13.1M +$371K +16,874 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$11.8M +$1M +45,502 +9%
LPL Financial
18
LPL Financial
California
$11.2M +$3.16M +143,434 +40%
MA
19
MKT Advisors
California
$11.1M +$263K +11,968 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.1M +$953K +43,267 +10%
TC
21
Trust Company
Kansas
$10.9M +$489K +22,202 +5%
LPT
22
Legacy Private Trust
Wisconsin
$10.7M +$589K +26,770 +6%
CIM
23
Confluence Investment Management
Missouri
$9.76M -$3.77M -171,394 -28%
MIM
24
Moseley Investment Management
Florida
$9.69M +$1.22M +55,275 +15%
SWM
25
Scissortail Wealth Management
Oklahoma
$9.18M +$1.76M +79,979 +24%
1
2 3 4 5