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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
$73.3M -$3.38M -151,986 -4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$59.7M +$4.61M +207,172 +8%
Wells Fargo
3
Wells Fargo
California
$55.2M +$1.13M +50,951 +2%
Bank of America
4
Bank of America
North Carolina
$50.6M +$4.41M +198,467 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$30.4M +$3.34M +150,086 +12%
NA
6
NewEdge Advisors
Louisiana
$28.3M -$5.09M -229,054 -15%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22M +$6.48M +291,617 +42%
SWP
8
Stratos Wealth Partners
Ohio
$20.6M -$1.71M -76,904 -8%
AP
9
Atwood & Palmer
Missouri
$20.3M -$5.03M -226,268 -20%
HAS
10
Horizon Advisory Services
New York
$18.8M +$338K +15,183 +2%
UBS Group
11
UBS Group
Switzerland
$17.9M +$402K +18,100 +2%
JAG
12
Journey Advisory Group
Kentucky
$17.7M +$299K +13,435 +2%
FAC
13
Financial Advisory Corporation
Michigan
$17.2M +$573K +25,776 +3%
DP
14
Denver PWM
Colorado
$16.8M +$1.35M +60,726 +9%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$15.1M +$3.31M +149,123 +28%
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$14.2M +$726K +32,649 +5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.4M +$170K +7,659 +1%
AAIM
18
Asset Advisors Investment Management
Georgia
$12.7M +$6.36M +286,259 +102%
LPL Financial
19
LPL Financial
California
$12.2M +$870K +39,125 +8%
MA
20
MKT Advisors
California
$11.5M +$413K +18,559 +4%
MIM
21
Moseley Investment Management
Florida
$11.5M +$1.77M +79,661 +18%
LPT
22
Legacy Private Trust
Wisconsin
$10.9M +$218K +9,818 +2%
UCFA
23
United Capital Financial Advisors
Texas
$10.9M +$4.53M +203,806 +72%
TC
24
Trust Company
Kansas
$10.6M -$387K -17,425 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.4M -$708K -31,845 -6%
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