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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
201
NBH Bank
Colorado
$61.4K +$61.5K +2,835 New
LAMC
202
Longview Asset Management (California)
California
$56.2K +$56.3K +2,595 New
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$50.8K +$12.6K +582 +33%
HA
204
Hyposwiss Advisors
$49.4K
TCM
205
TD Capital Management
Tennessee
$45.6K +$434 +20 +1%
BW
206
Basepoint Wealth
Iowa
$43.8K +$412 +19 +0.9%
RF
207
Robbins Farley
New Hampshire
$19.7K
CFM
208
Compass Financial Management
Florida
$15.9K +$15.9K +733 New
GWM
209
Gilpin Wealth Management
Colorado
$8.4K
AWM
210
AE Wealth Management
Kansas
$5.24K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$1.39K
LFG
212
Larson Financial Group
Missouri
$1.17K
NS
213
NBC Securities
Alabama
$562 -$543 -25 -49%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$289
JP Morgan Chase
215
JP Morgan Chase
New York
$22
PPWM
216
PFG Private Wealth Management
Florida
-$9.24M -393,879 Closed
DSA
217
Droms Strauss Advisors
Missouri
-$5.49M -236,137 Closed
CIM
218
Confluence Investment Management
Missouri
-$4M -183,271 Closed
CPWM
219
Cypress Point Wealth Management
Texas
-$3.03M -119,718 Closed
FA
220
FF Advisors
California
-$1.03M -47,308 Closed
EW
221
Evexia Wealth
Wisconsin
-$773K -35,453 Closed
TRCT
222
Tower Research Capital (TRC)
New York
-$743K -34,032 Closed
SRC
223
Shufro Rose & Co
New York
-$547K -25,044 Closed
KPWS
224
Kestra Private Wealth Services
Texas
-$355K -16,242 Closed
STA
225
Summit Trail Advisors
New York
-$298K -12,800 Closed