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iShares iBonds Dec 2032 Term Treasury ETF
IBTM

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1
Krilogy Financial
Missouri
$45.3M +$8.06M +358,905 +22%
UBS Group
2
UBS Group
Switzerland
$37.4M +$915K +40,772 +3%
PPW
3
Parcion Private Wealth
Washington
$21.4M +$21M +937,088 New
CIM
4
Confluence Investment Management
Missouri
$9.76M +$6.58K +293 +0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$9.69M +$1.8M +79,981 +23%
Morgan Stanley
6
Morgan Stanley
New York
$9.1M +$525K +23,387 +6%
NA
7
NewEdge Advisors
Louisiana
$7.83M -$11.1M -492,991 -59%
Truist Financial
8
Truist Financial
North Carolina
$7.56M +$66.8K +2,973 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$4.98M +$237K +10,577 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.52M +$4.43M +197,519 New
HighTower Advisors
11
HighTower Advisors
Illinois
$4.11M +$1.08M +48,308 +37%
JIR
12
James Investment Research
Ohio
$3.98M +$13.8K +615 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.96M +$301K +13,391 +8%
Wells Fargo
14
Wells Fargo
California
$3.91M +$727K +32,389 +23%
PAS
15
Park Avenue Securities
New York
$3.64M -$922K -41,083 -21%
FTUS
16
Flow Traders U.S.
New York
$3.58M +$2M +88,976 +132%
PA
17
Probity Advisors
Texas
$3.35M +$265K +11,818 +9%
AWP
18
Accretive Wealth Partners
New Jersey
$3.07M +$636K +28,325 +27%
LPL Financial
19
LPL Financial
California
$2.69M +$461K +20,540 +21%
Bank of America
20
Bank of America
North Carolina
$2.5M +$271K +12,076 +12%
APW
21
Atlantic Private Wealth
North Carolina
$2.25M -$328K -14,628 -13%
CCB
22
Country Club Bank
Missouri
$2.07M -$35.3K -1,573 -2%
BFO
23
Boston Family Office
Massachusetts
$1.47M +$1.44M +64,193 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.36M +$363K +16,185 +37%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.14M +$373K +16,594 +50%
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