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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.6M +$66.6M +3,029,822 +818%
Bank of America
2
Bank of America
North Carolina
$48M +$33.1M +1,507,597 +221%
Wells Fargo
3
Wells Fargo
California
$44.2M +$11.5M +525,076 +35%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$43.1M +$20.2M +918,666 +88%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$42.5M -$438K -19,950 -1%
BCM
6
Brookstone Capital Management
Illinois
$37.9M +$38M +1,728,453 New
Raymond James Financial
7
Raymond James Financial
Florida
$33M +$11.7M +531,273 +55%
UCFA
8
United Capital Financial Advisors
Texas
$23.2M +$5.5M +250,246 +31%
AAIM
9
Asset Advisors Investment Management
Georgia
$22.9M +$17.3M +789,073 +308%
UBS Group
10
UBS Group
Switzerland
$22.7M +$1.86M +84,609 +9%
HCM
11
Hengehold Capital Management
Ohio
$22M +$817K +37,182 +4%
Stifel Financial
12
Stifel Financial
Missouri
$20.9M +$1.13M +51,466 +6%
AP
13
Atwood & Palmer
Missouri
$20.4M +$495K +22,524 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$19.6M +$6.1M +277,424 +45%
JAG
15
Journey Advisory Group
Kentucky
$17M +$604K +27,488 +4%
BEI
16
Benjamin Edwards Inc
Missouri
$16.5M +$950K +43,230 +6%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$15.6M +$14.3M +651,588 +1,102%
DP
18
Denver PWM
Colorado
$15.1M – – –
MA
19
MKT Advisors
California
$13.1M +$2.66M +120,942 +25%
LPL Financial
20
LPL Financial
California
$11.6M +$4.05M +184,299 +53%
LPT
21
Legacy Private Trust
Wisconsin
$11.5M +$2.01M +91,392 +21%
WMS
22
Wealth Management Strategies
Pennsylvania
$11.2M +$866K +39,384 +8%
KF
23
Krilogy Financial
Missouri
$10.9M +$10.1M +461,525 +1,297%
SWP
24
Stratos Wealth Partners
Ohio
$10.9M +$10.2M +463,718 +1,448%
PA
25
Probity Advisors
Texas
$9.6M +$571K +25,993 +6%
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