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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1
Atwood & Palmer
Missouri
$16.6M +$16.9M +790,240 New
HCM
2
Hengehold Capital Management
Ohio
$12.1M +$389K +18,222 +3%
Wells Fargo
3
Wells Fargo
California
$8.63M +$1.51M +70,940 +21%
CIM
4
Confluence Investment Management
Missouri
$8.05M -$118K -5,542 -1%
AWG
5
Altus Wealth Group
Colorado
$2.39M -$10.2K -480 -0.4%
UBS Group
6
UBS Group
Switzerland
$2.24M +$27.6K +1,293 +1%
Stifel Financial
7
Stifel Financial
Missouri
$1.96M +$252K +11,838 +15%
DADC
8
D.A. Davidson & Co
Montana
$1.93M +$165K +7,717 +9%
SWM
9
Stockman Wealth Management
Montana
$1.79M +$559K +26,212 +44%
Bank of America
10
Bank of America
North Carolina
$1.61M +$1.33M +62,210 +424%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.52M +$59.3K +2,778 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.4M -$128K -5,986 -8%
EH
13
Equitable Holdings
New York
$1.26M +$92.1K +4,318 +8%
NA
14
NewEdge Advisors
Louisiana
$1.06M -$107K -5,032 -9%
LPL Financial
15
LPL Financial
California
$956K +$205K +9,625 +27%
Jane Street
16
Jane Street
New York
$936K -$3.9M -183,003 -80%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$785K +$798K +37,393 New
SWP
18
Stratos Wealth Partners
Ohio
$689K +$700K +32,813 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$668K +$111K +5,214 +20%
KF
20
Krilogy Financial
Missouri
$551K +$124K +5,801 +28%
ABC
21
Associated Banc-Corp
Wisconsin
$511K +$519K +24,312 New
Osaic Holdings
22
Osaic Holdings
Arizona
$497K +$288K +13,511 +133%
SCA
23
Snowden Capital Advisors
New York
$486K +$494K +23,156 New
CA
24
Cetera Advisors
Colorado
$450K +$108K +5,042 +31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$431K +$77.2K +3,618 +21%
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