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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$59.8K +$60K +2,738 New
HA
202
Hyposwiss Advisors
$49.8K – – –
TCM
203
TD Capital Management
Tennessee
$45.5K +$263 +12 +0.6%
BW
204
Basepoint Wealth
Iowa
$43.7K +$43.9K +2,002 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$38.5K +$241 +11 +0.6%
MA
206
MCF Advisors
Kentucky
$29.1K – – –
CFG
207
Clayton Financial Group
Missouri
$23.3K +$504 +23 +2%
RF
208
Robbins Farley
New Hampshire
$19.9K – – –
HBW
209
Hazlett, Burt & Watson
West Virginia
$18K +$88 +4 +0.5%
IWS
210
Intentional Wealth Strategies
Colorado
$14.1K +$14.2K +647 New
RFP
211
Root Financial Partners
California
$12.8K +$12.9K +586 New
GWM
212
Gilpin Wealth Management
Colorado
$8.48K – – –
AWM
213
AE Wealth Management
Kansas
$5.29K -$987 -45 -16%
AAS
214
Ameritas Advisory Services
Nebraska
$2.18K +$2.19K +100 New
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$1.4K – – –
LFG
216
Larson Financial Group
Missouri
$1.18K +$1.18K +54 New
NS
217
NBC Securities
Alabama
$1.11K +$1.12K +51 New
Fidelity Investments
218
Fidelity Investments
Massachusetts
$291 -$9.45K -431 -97%
JP Morgan Chase
219
JP Morgan Chase
New York
$22 – – –
RFG
220
RFP Financial Group
Georgia
– -$256K -11,684 Closed
Lido Advisors
221
Lido Advisors
California
– -$220K -10,036 Closed
Bank of New York Mellon
222
Bank of New York Mellon
New York
– -$201K -9,155 Closed
KBFS
223
Kohmann Bosshard Financial Services
Ohio
– -$48.5K -2,209 Closed
KCM
224
Key Capital Management
Tennessee
– -$2.33K -106 Closed