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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
$47M +$1.36M +59,855 +3%
UBS Group
2
UBS Group
Switzerland
$18.6M -$18.8M -827,881 -51%
Raymond James Financial
3
Raymond James Financial
Florida
$10M +$291K +12,814 +3%
CIM
4
Confluence Investment Management
Missouri
$9.87M +$48.6K +2,137 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$9.61M +$449K +19,726 +5%
NA
6
NewEdge Advisors
Louisiana
$8.29M +$407K +17,906 +5%
DADC
7
D.A. Davidson & Co
Montana
$8.02M +$7.92M +348,377 New
Truist Financial
8
Truist Financial
North Carolina
$8.01M +$397K +17,472 +5%
Ameriprise
9
Ameriprise
Minnesota
$5.06M +$51.4K +2,262 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.39M +$394K +17,325 +10%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.34M +$202K +8,884 +5%
APW
12
Atlantic Private Wealth
North Carolina
$4.21M +$1.92M +84,558 +86%
Wells Fargo
13
Wells Fargo
California
$4.05M +$114K +5,006 +3%
PAS
14
Park Avenue Securities
New York
$3.78M +$120K +5,275 +3%
JIR
15
James Investment Research
Ohio
$3.63M -$371K -16,321 -9%
PA
16
Probity Advisors
Texas
$3.58M +$205K +9,016 +6%
AWP
17
Accretive Wealth Partners
New Jersey
$3.24M +$142K +6,256 +5%
Bank of America
18
Bank of America
North Carolina
$2.28M -$231K -10,180 -9%
LPL Financial
19
LPL Financial
California
$2.28M -$415K -18,253 -16%
Stifel Financial
20
Stifel Financial
Missouri
$2.24M +$1.71M +75,341 +342%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.13M +$752K +33,088 +56%
Citadel Advisors
22
Citadel Advisors
Florida
$2.08M +$2.05M +90,215 New
SFB
23
STAR Financial Bank
Indiana
$1.91M +$996K +43,804 +112%
CCB
24
Country Club Bank
Missouri
$1.75M -$332K -14,608 -16%
BFO
25
Boston Family Office
Massachusetts
$1.58M +$97.9K +4,304 +7%
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