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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.4M +$80.9K +3,940 +0.2%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.1M +$1.05M +51,143 +3%
Bank of America
3
Bank of America
North Carolina
$11.6M +$333K +16,191 +3%
KF
4
Krilogy Financial
Missouri
$10.7M +$268K +13,039 +3%
Morgan Stanley
5
Morgan Stanley
New York
$7.74M +$621K +30,228 +9%
SCA
6
Snowden Capital Advisors
New York
$6.71M +$434K +21,135 +7%
UBS Group
7
UBS Group
Switzerland
$5.79M +$135K +6,580 +2%
Ameriprise
8
Ameriprise
Minnesota
$5.48M +$4.05M +197,294 +301%
FA
9
Fagan Associates
New York
$4.55M +$419K +20,385 +10%
SCM
10
Spreng Capital Management
Ohio
$4.41M +$4.35M +211,658 New
EH
11
Equitable Holdings
New York
$3.52M -$3.39M -165,171 -49%
LPL Financial
12
LPL Financial
California
$3.07M -$74.1K -3,608 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.6M +$337K +16,384 +15%
PA
14
Probity Advisors
Texas
$2.54M +$298K +14,514 +13%
AWP
15
Accretive Wealth Partners
New Jersey
$2.45M +$40.6K +1,975 +2%
YWM
16
Yoder Wealth Management
California
$2.22M +$755K +36,737 +52%
CCB
17
Country Club Bank
Missouri
$2.12M +$27.8K +1,353 +1%
NA
18
NewEdge Advisors
Louisiana
$2.01M +$68.6K +3,338 +4%
IA
19
IFP Advisors
Florida
$1.82M +$1.03M +50,386 +137%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.77M -$243K -11,809 -12%
Stifel Financial
21
Stifel Financial
Missouri
$1.69M +$103K +5,035 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$1.58M +$1.56M +75,753 New
SWM
23
Stockman Wealth Management
Montana
$1.51M +$1.12M +54,618 +307%
BFO
24
Boston Family Office
Massachusetts
$1.45M +$98K +4,772 +7%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.03M +$505K +24,582 +98%
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