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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPB
201
First PREMIER Bank
South Dakota
$78K – – –
BWL
202
Bogart Wealth LLC
Virginia
$69.4K – – –
NB
203
NBH Bank
Colorado
$61.4K +$61.5K +2,835 New
LAMC
204
Longview Asset Management (California)
California
$56.2K +$56.3K +2,595 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$50.8K +$12.6K +582 +33%
HA
206
Hyposwiss Advisors
$49.4K – – –
TCM
207
TD Capital Management
Tennessee
$45.6K +$434 +20 +1%
BW
208
Basepoint Wealth
Iowa
$43.8K +$412 +19 +0.9%
RF
209
Robbins Farley
New Hampshire
$19.7K – – –
CFM
210
Compass Financial Management
Florida
$15.9K +$15.9K +733 New
GWM
211
Gilpin Wealth Management
Colorado
$8.4K – – –
AWM
212
AE Wealth Management
Kansas
$5.24K – – –
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$1.39K – – –
LFG
214
Larson Financial Group
Missouri
$1.17K – – –
NS
215
NBC Securities
Alabama
$562 -$543 -25 -49%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$289 – – –
JP Morgan Chase
217
JP Morgan Chase
New York
$22 – – –
PPWM
218
PFG Private Wealth Management
Florida
– -$9.24M -393,879 Closed
DSA
219
Droms Strauss Advisors
Missouri
– -$5.49M -236,137 Closed
CIM
220
Confluence Investment Management
Missouri
– -$4M -183,271 Closed
CPWM
221
Cypress Point Wealth Management
Texas
– -$3.03M -119,718 Closed
FA
222
FF Advisors
California
– -$1.03M -47,308 Closed
EW
223
Evexia Wealth
Wisconsin
– -$773K -35,453 Closed
TRCT
224
Tower Research Capital (TRC)
New York
– -$743K -34,032 Closed
SRC
225
Shufro Rose & Co
New York
– -$547K -25,044 Closed