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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
$74.4M +$966K +43,260 +1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$67.4M +$7.6M +340,506 +13%
Wells Fargo
3
Wells Fargo
California
$53.5M -$1.79M -80,088 -3%
Bank of America
4
Bank of America
North Carolina
$53.1M +$2.42M +108,557 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$33.8M +$3.33M +149,272 +11%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$23.7M +$8.49M +380,505 +56%
AAIM
7
Asset Advisors Investment Management
Georgia
$23.5M +$10.8M +484,904 +86%
SWP
8
Stratos Wealth Partners
Ohio
$21.5M +$951K +42,626 +5%
AP
9
Atwood & Palmer
Missouri
$20.2M -$95.2K -4,264 -0.5%
UBS Group
10
UBS Group
Switzerland
$20M +$2.04M +91,303 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$19.6M -$2.42M -108,227 -11%
HAS
12
Horizon Advisory Services
New York
$19.2M +$328K +14,715 +2%
FAC
13
Financial Advisory Corporation
Michigan
$18.3M +$1.15M +51,300 +7%
JAG
14
Journey Advisory Group
Kentucky
$18.3M +$585K +26,188 +3%
UCFA
15
United Capital Financial Advisors
Texas
$17.9M +$6.94M +310,968 +64%
DP
16
Denver PWM
Colorado
$16.8M – – –
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$15M +$808K +36,179 +6%
MIM
18
Moseley Investment Management
Florida
$14.6M +$3.04M +136,173 +26%
LPL Financial
19
LPL Financial
California
$13.6M +$1.42M +63,738 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12.7M -$677K -30,344 -5%
MA
21
MKT Advisors
California
$11.8M +$186K +8,336 +2%
TC
22
Trust Company
Kansas
$11.3M +$738K +33,049 +7%
LPT
23
Legacy Private Trust
Wisconsin
$11.3M +$356K +15,930 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.3M +$861K +38,591 +8%
Stifel Financial
25
Stifel Financial
Missouri
$11.2M +$7.76M +347,697 +226%
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