We are live on ! Find out more
IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$6.43M +$445K +20,714 +8%
FA
27
Fagan Associates
New York
$6.29M -$16.4K -765 -0.3%
UCFA
28
United Capital Financial Advisors
Texas
$6.16M +$4.7M +218,883 +342%
RSWM
29
Robertson Stephens Wealth Management
California
$5.84M +$737K +34,310 +15%
CTC
30
Central Trust Company
Missouri
$5.7M +$880K +40,939 +19%
SCM
31
Spreng Capital Management
Ohio
$5.64M +$304K +14,146 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5.2M +$1.06M +49,241 +26%
SWM
33
Stockman Wealth Management
Montana
$4.1M +$259K +12,072 +7%
WWM
34
Whalen Wealth Management
Nevada
$4.08M +$150K +6,978 +4%
EC
35
Estate Counselors
Wisconsin
$3.88M +$97.7K +4,550 +3%
NA
36
NewEdge Advisors
Louisiana
$3.6M +$724K +33,703 +26%
BlackRock
37
BlackRock
New York
$3.54M +$2.79M +130,088 +400%
AWP
38
Accretive Wealth Partners
New Jersey
$3.06M +$639K +29,729 +27%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$167K -7,782 -5%
PAS
40
Park Avenue Securities
New York
$2.98M +$658K +30,610 +29%
1WM
41
1858 Wealth Management
Ohio
$2.9M +$42.3K +1,969 +1%
HCM
42
Howland Capital Management
Massachusetts
$2.88M +$2M +92,888 +237%
IA
43
IFP Advisors
Florida
$2.77M +$79.2K +3,688 +3%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.76M +$1.42M +66,253 +109%
LF
45
LifePlan Financial
Minnesota
$2.62M +$2.43M +113,263 New
PA
46
Parallel Advisors
California
$2.44M +$2.37M +110,481 +6,616%
SCM
47
SCS Capital Management
Massachusetts
$2.31M -$118K -5,482 -5%
MCM
48
MV Capital Management
Maryland
$2.27M +$359K +16,722 +19%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.25M +$366K +17,034 +20%
SFB
50
STAR Financial Bank
Indiana
$2.21M +$324K +15,099 +18%