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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
KFG Wealth Management
Indiana
$889K +$112K +5,114 +14%
KTM
102
Keeler Thomas Management
Utah
$856K -$1.79M -81,801 -68%
CB
103
Chris Bulman
California
$848K -$97.4K -4,439 -10%
WFMPM
104
Woodley Farra Manion Portfolio Management
Indiana
$841K +$315K +14,349 +59%
CIA
105
Compass Ion Advisors
Pennsylvania
$832K +$329 +15 +0%
DSC
106
Duncker Streett & Co
Missouri
$817K +$243K +11,074 +42%
EW
107
Evexia Wealth
Wisconsin
$773K +$113K +5,163 +17%
TRCT
108
Tower Research Capital (TRC)
New York
$743K +$746K +34,032 New
CIA
109
Capital Investment Advisors
Georgia
$726K +$43.7K +1,994 +6%
MFG
110
Mendota Financial Group
Wisconsin
$688K +$4.17K +190 +0.6%
LAM
111
L2 Asset Management
Massachusetts
$684K +$105K +4,802 +18%
SPWM
112
Straight Path Wealth Management
Michigan
$648K +$30.7K +1,402 +5%
HI
113
Harbour Investments
Wisconsin
$635K +$98.1K +4,471 +18%
BSTWA
114
Blake Schutter Theil Wealth Advisors
Ohio
$599K -$3K -137 -0.5%
AQR Capital Management
115
AQR Capital Management
Connecticut
$589K
KOMWMG
116
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$581K +$583K +26,602 New
GDP
117
Great Diamond Partners
Maine
$566K +$192K +8,745 +51%
T
118
Tableaux
Massachusetts
$560K +$203K +9,276 +57%
SRC
119
Shufro Rose & Co
New York
$547K +$9.82K +448 +2%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$527K +$72.8K +3,318 +16%
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$525K +$154K +7,016 +41%
KAS
122
Kestra Advisory Services
Texas
$505K +$52.2K +2,380 +11%
OPA
123
Old Port Advisors
Maine
$502K -$44.1K -2,013 -8%
DAS
124
Daybright Advisory Services
Florida
$467K +$2.85K +130 +0.6%
JCM
125
Jacobi Capital Management
Pennsylvania
$434K +$5.66K +258 +1%