We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
276
Orgel Wealth Management
Wisconsin
$311K
IA
277
IFP Advisors
Florida
$310K +$92.5K +1,873 +44%
BFA
278
Beacon Financial Advisory
Ohio
$308K -$107K -2,161 -25%
OCM
279
Osterweis Capital Management
California
$303K
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$302K
PFM
281
Parsec Financial Management
North Carolina
$301K +$306K +6,203 New
WP
282
WealthSource Partners
California
$300K -$78K -1,578 -20%
FHA
283
Flagship Harbor Advisors
Massachusetts
$297K +$9.88K +200 +3%
SBIA
284
Sheaff Brock Investment Advisors
Indiana
$291K
MCM
285
Mattern Capital Management
Colorado
$291K +$45.9K +929 +18%
SFS
286
Security Financial Services
Indiana
$289K
SNB
287
Security National Bank
Nebraska
$283K +$14.8K +300 +5%
LNC
288
Lincoln National Corp
Pennsylvania
$280K +$99 +2 +0%
MCA
289
Magnolia Capital Advisors
Mississippi
$279K -$30.5K -618 -10%
MI
290
Moneywise Inc
Virginia
$279K -$12K -243 -4%
PCG
291
Private Capital Group
Connecticut
$275K +$203K +4,115 +263%
WC
292
Whitney & Co
New York
$266K -$14.8K -300 -5%
PP
293
PFS Partners
New Jersey
$263K
BFM
294
Broadview Financial Management
Wisconsin
$262K -$4.35K -88 -2%
VF
295
Vista Finance
Missouri
$261K
CA
296
Calton & Associates
Florida
$258K +$263K +5,328 New
PHIC
297
Pine Haven Investment Counsel
Massachusetts
$256K +$261K +5,275 New
MWM
298
McNaughton Wealth Management
California
$251K +$256K +5,186 New
HCM
299
Hengehold Capital Management
Ohio
$241K -$99.2K -2,008 -29%
CA
300
CoreCap Advisors
Michigan
$241K +$100K +2,024 +69%