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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.7M +$1.42M +65,398 +2%
Bank of America
2
Bank of America
North Carolina
$59.8M +$6.63M +305,503 +12%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$55.9M +$5.29M +243,655 +10%
Wells Fargo
4
Wells Fargo
California
$38.2M -$11.4M -524,038 -23%
BCM
5
Brookstone Capital Management
Illinois
$36.8M -$1.03M -47,283 -3%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$36.2M -$3.31M -152,308 -8%
FAC
7
Financial Advisory Corporation
Michigan
$34.6M +$583K +26,888 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$31.1M -$2.97M -136,741 -9%
AAIM
9
Asset Advisors Investment Management
Georgia
$29M +$2.23M +102,598 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$28M +$1.58M +72,993 +6%
UCFA
11
United Capital Financial Advisors
Texas
$27.6M +$1.64M +75,731 +6%
BlackRock
12
BlackRock
New York
$26.4M +$11.5M +529,752 +77%
HCM
13
Hengehold Capital Management
Ohio
$24.1M +$1.61M +74,391 +7%
Ameriprise
14
Ameriprise
Minnesota
$22.5M +$971K +44,755 +5%
HPC
15
HM Payson & Co
Maine
$20.8M +$4.11M +189,532 +25%
AP
16
Atwood & Palmer
Missouri
$20.8M +$298K +13,753 +1%
UBS Group
17
UBS Group
Switzerland
$20.3M +$481K +22,157 +2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$19.9M +$12.5M +577,485 +168%
JAG
19
Journey Advisory Group
Kentucky
$17.5M +$239K +11,004 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$17.1M -$969K -44,640 -5%
AAP
21
Arax Advisory Partners
Colorado
$16.9M +$17M +781,914 New
DP
22
Denver PWM
Colorado
$14.8M +$278K +12,832 +2%
MA
23
MKT Advisors
California
$14.3M +$1.07M +49,278 +8%
LPL Financial
24
LPL Financial
California
$13.9M +$525K +24,181 +4%
MFG
25
Merit Financial Group
Georgia
$12.7M +$12.4M +570,188 +3,155%
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