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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
$44.6M -$732K -36,137 -2%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.1M +$4.93M +243,356 +15%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5M +$456K +22,516 +1%
Bank of America
4
Bank of America
North Carolina
$17.9M +$1.7M +83,821 +11%
KF
5
Krilogy Financial
Missouri
$11.7M -$98.2K -4,848 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$8.37M +$135K +6,642 +2%
SCA
7
Snowden Capital Advisors
New York
$7.7M +$10.9K +540 +0.1%
PA
8
Probity Advisors
Texas
$7.28M +$1.43M +70,473 +25%
Ameriprise
9
Ameriprise
Minnesota
$7.25M -$3.51M -173,134 -33%
HC
10
Headland Capital
South Carolina
$7.03M +$324K +15,998 +5%
PAS
11
Park Avenue Securities
New York
$6.8M +$1.07M +53,005 +19%
CIM
12
Confluence Investment Management
Missouri
$6.25M -$41.3K -2,038 -0.7%
UBS Group
13
UBS Group
Switzerland
$5.78M -$26K -1,286 -0.5%
FA
14
Fagan Associates
New York
$5.48M +$352K +17,380 +7%
FF
15
Foronjy Financial
California
$5.33M +$5.26M +259,886 New
SCM
16
Spreng Capital Management
Ohio
$5.16M +$296K +14,636 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.88M -$6.4K -316 -0.1%
YWM
18
Yoder Wealth Management
California
$4.19M +$694K +34,255 +20%
EH
19
Equitable Holdings
New York
$3.69M +$25.3K +1,251 +0.7%
SWM
20
Stockman Wealth Management
Montana
$3.66M +$392K +19,375 +12%
AWP
21
Accretive Wealth Partners
New Jersey
$3.28M +$185K +9,152 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.28M +$1.4M +69,284 +76%
CTC
23
Central Trust Company
Missouri
$2.87M -$66K -3,257 -2%
UCFA
24
United Capital Financial Advisors
Texas
$2.8M +$1.44M +70,995 +108%
PA
25
Parallel Advisors
California
$2.77M +$290K +14,318 +12%
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