We are live on ! Find out more
IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$850K +$177K +8,893 +26%
Goldman Sachs
77
Goldman Sachs
New York
$818K +$570K +28,628 +227%
YWM
78
Yoder Wealth Management
California
$803K +$2.98K +150 +0.4%
SCM
79
SCS Capital Management
Massachusetts
$741K +$743K +37,361 New
RWP
80
Reliant Wealth Planning
Kentucky
$739K +$372K +18,681 +101%
CSP
81
Cary Street Partners
Virginia
$710K
MBT
82
Montecito Bank & Trust
California
$696K +$184K +9,230 +36%
FFG
83
Foundry Financial Group
New Hampshire
$661K +$458K +23,021 +224%
APW
84
Atlantic Private Wealth
North Carolina
$660K -$5.95K -299 -0.9%
RIS
85
Richmond Investment Services
Wisconsin
$636K -$302K -15,174 -32%
T
86
Tableaux
Massachusetts
$619K +$621K +31,187 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$613K +$478 +24 +0.1%
AC
88
Apella Capital
Connecticut
$612K +$196K +9,866 +47%
SAM
89
Smithbridge Asset Management
Pennsylvania
$595K +$298K +15,000 +100%
Jane Street
90
Jane Street
New York
$579K +$581K +29,192 New
WP
91
Walleye Partners
Wisconsin
$571K +$573K +28,789 New
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$551K
JSA
93
Jim Saulnier & Associates
Colorado
$538K +$202K +10,128 +60%
CIA
94
Compass Ion Advisors
Pennsylvania
$536K
LIM
95
Leavell Investment Management
Alabama
$530K +$132K +6,656 +33%
LWL
96
Leo Wealth LLC
Texas
$518K +$15.8K +792 +3%
Cerity Partners
97
Cerity Partners
New York
$509K +$14.1K +711 +3%
EH
98
Equitable Holdings
New York
$502K +$28.4K +1,425 +6%
DAS
99
Daybright Advisory Services
Florida
$467K +$468K +23,509 New
AQR Capital Management
100
AQR Capital Management
Connecticut
$462K