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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
$77.2M +$2.87M +128,166 +4%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$72.2M +$4.82M +215,174 +7%
Wells Fargo
3
Wells Fargo
California
$63.8M +$10.3M +461,230 +19%
Bank of America
4
Bank of America
North Carolina
$59.3M +$6.29M +280,892 +12%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$50.8M +$27.2M +1,213,854 +115%
Raymond James Financial
6
Raymond James Financial
Florida
$41.6M +$7.89M +352,203 +23%
BCM
7
Brookstone Capital Management
Illinois
$30.6M +$30.7M +1,369,553 New
AAIM
8
Asset Advisors Investment Management
Georgia
$25.8M +$2.27M +101,266 +10%
UCFA
9
United Capital Financial Advisors
Texas
$23.4M +$5.52M +246,570 +31%
UBS Group
10
UBS Group
Switzerland
$22.9M +$2.88M +128,646 +14%
FAC
11
Financial Advisory Corporation
Michigan
$22M +$3.65M +163,102 +20%
SWP
12
Stratos Wealth Partners
Ohio
$21.9M +$320K +14,281 +1%
AP
13
Atwood & Palmer
Missouri
$20.7M +$466K +20,801 +2%
HAS
14
Horizon Advisory Services
New York
$19.7M +$572K +25,554 +3%
LPL Financial
15
LPL Financial
California
$19.1M +$5.48M +244,571 +40%
JAG
16
Journey Advisory Group
Kentucky
$18.9M +$623K +27,808 +3%
MA
17
MKT Advisors
California
$17.6M +$5.78M +257,982 +49%
DP
18
Denver PWM
Colorado
$16.8M – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16.8M +$5.5M +245,592 +49%
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$16M +$1.03M +46,214 +7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$15.8M +$14.4M +643,036 +1,029%
MIM
22
Moseley Investment Management
Florida
$15.7M +$1.18M +52,785 +8%
HPC
23
HM Payson & Co
Maine
$13.8M +$12.1M +539,718 +681%
IWC
24
Integrated Wealth Concepts
Massachusetts
$13.2M +$3.37M +150,727 +34%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.1M +$440K +19,665 +3%
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