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
JP Morgan Chase
126
JP Morgan Chase
New York
$68.2K +$69K +3,200 New
GRP
127
Global Retirement Partners
California
$48.8K
KBFS
128
Kohmann Bosshard Financial Services
Ohio
$47.1K +$47.6K +2,209 New
CAL
129
Capital Analysts LLC
Pennsylvania
$45K
PA
130
PSI Advisors
Florida
$42.7K +$43.1K +2,000 New
TCM
131
TD Capital Management
Tennessee
$42.5K +$539 +25 +1%
BOJHT
132
Bank of Jackson Hole Trust
Wyoming
$41.7K +$42.2K +1,956 New
Comerica Bank
133
Comerica Bank
Texas
$38.9K +$25.5K +1,184 +185%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$36K +$474 +22 +1%
PA
135
Parallel Advisors
California
$35.6K -$23.9K -1,111 -40%
EPW
136
Evergreen Private Wealth
Colorado
$24.9K
HI
137
Harbour Investments
Wisconsin
$24.7K +$24.9K +1,157 New
VWM
138
Venturi Wealth Management
Texas
$16.4K +$16.6K +768 New
FFA
139
Farther Finance Advisors
California
$12.6K -$36K -1,672 -74%
CAM
140
Costello Asset Management
Pennsylvania
$9.72K +$129 +6 +1%
LCM
141
Logan Capital Management
Pennsylvania
$6.09K
WT
142
Whittier Trust
California
$3.79K +$3.84K +178 New
CFD
143
Creative Financial Designs
Indiana
$3.24K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$1.36K
LF
145
LifePlan Financial
Minnesota
-$2.53M -107,736 Closed
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
-$943K -42,663 Closed
AWM
147
Apollon Wealth Management
South Carolina
-$363K -16,406 Closed
SFS
148
Sowell Financial Services
Arkansas
-$328K -14,817 Closed
FTUS
149
Flow Traders U.S.
New York
-$292K -13,225 Closed
JFG
150
JDM Financial Group
Texas
-$272K -12,313 Closed