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IBTP

iShares iBonds Dec 2034 Term Treasury ETF
IBTP

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$18.6M +$4.45M +176,933 +32%
CIM
2
Confluence Investment Management
Missouri
$17M +$16.6M +661,179 New
LPL Financial
3
LPL Financial
California
$6.88M +$3.83M +152,246 +132%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.15M +$379K +15,051 +7%
KAS
5
Kestra Advisory Services
Texas
$4.97M +$694K +27,612 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.63M +$3.91M +155,440 +627%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.66M +$187K +7,426 +5%
AWP
8
Accretive Wealth Partners
New Jersey
$2.95M +$654K +26,022 +29%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.18M +$280K +11,144 +15%
APW
10
Atlantic Private Wealth
North Carolina
$1.99M +$1.95M +77,711 New
PA
11
Probity Advisors
Texas
$1.46M +$1.09M +43,314 +318%
KTM
12
Keeler Thomas Management
Utah
$1.23M +$1.2M +47,741 New
KF
13
Krilogy Financial
Missouri
$1.12M +$1.1M +43,764 New
Jane Street
14
Jane Street
New York
$1.04M +$638K +25,373 +168%
Goldman Sachs
15
Goldman Sachs
New York
$861K +$595K +23,652 +239%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$852K +$835K +33,192 New
Stifel Financial
17
Stifel Financial
Missouri
$742K +$727K +28,923 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$428K +$420K +16,693 New
UCFA
19
United Capital Financial Advisors
Texas
$427K +$418K +16,633 New
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$356K +$349K +13,875 New
EH
21
Equitable Holdings
New York
$353K +$346K +13,739 New
PFW
22
Petros Family Wealth
Minnesota
$340K +$333K +13,250 New
Raymond James Financial
23
Raymond James Financial
Florida
$338K +$331K +13,177 New
JCM
24
Jacobi Capital Management
Pennsylvania
$253K – – –
WA
25
Waverly Advisors
Alabama
$207K +$203K +8,078 New
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