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
Wells Fargo
1
Wells Fargo
California
$51.6M +$2.34M +120,781 +5%
Bank of America
2
Bank of America
North Carolina
$23.4M +$2.82M +145,446 +14%
AP
3
Atwood & Palmer
Missouri
$22.2M +$966K +49,918 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M +$1.42M +73,530 +13%
WIM
5
Waycross Investment Management
Washington
$10.7M -$80.3K -4,146 -0.8%
LPT
6
Legacy Private Trust
Wisconsin
$10.1M +$1.7M +87,755 +21%
Raymond James Financial
7
Raymond James Financial
Florida
$9.78M -$154K -7,935 -2%
TAM
8
Titleist Asset Management
Texas
$8.46M +$8.33M +430,498 New
SCA
9
Snowden Capital Advisors
New York
$8.42M +$7.24M +374,171 +689%
PA
10
Probity Advisors
Texas
$8.18M +$499K +25,800 +7%
TC
11
Trust Company
Kansas
$8.07M +$2.62M +135,217 +49%
CIM
12
Confluence Investment Management
Missouri
$7.77M -$80.6K -4,163 -1%
KF
13
Krilogy Financial
Missouri
$7.33M +$602K +31,077 +9%
SWM
14
Shelton Wealth Management
Texas
$7.23M +$7.12M +367,727 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.39M +$1.01M +52,194 +19%
DADC
16
D.A. Davidson & Co
Montana
$5.95M +$595K +30,715 +11%
UBS Group
17
UBS Group
Switzerland
$5.5M +$86.6K +4,472 +2%
LPL Financial
18
LPL Financial
California
$4.82M +$538K +27,783 +13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.77M +$735K +37,989 +19%
CTC
20
Central Trust Company
Missouri
$4.61M +$1.62M +83,746 +56%
SWM
21
Stockman Wealth Management
Montana
$3.84M +$341K +17,609 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$1.03M +53,045 +44%
AWP
23
Accretive Wealth Partners
New Jersey
$3.07M +$633K +32,693 +27%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.81M +$114K +5,867 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.63M +$251K +12,988 +11%