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iShares iBonds Dec 2028 Term Corporate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 16,139 | $439,359.42 | $403,232.91 | -$36,126.51 | -8.22% |
 Jonathan Guyton Cornerstone Wealth Advisors Inc. | 22,250 | $561,812.5 | $555,471.25 | -$6,341.25 | -1.13% |
 Matt Hunter Heartland Bank & Trust Co. | 247,322 | $6.26M | $6.18M | -$80,746.75 | -1.29% |
 Shad Lamm Keystone Wealth Services LLC | 10,402 | $256,385.52 | $259,685.93 | $3,300.41 | 1.29% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,513 | $37,778.08 | $37,776.43 | -$1.65 | - |
| TCL Therese C.D. Linden Bank of New Hampshire | 13,150 | $334,285.1 | $328,289.75 | -$5,995.35 | -1.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 39,096 | $987,104.44 | $976,031.64 | -$11,072.8 | -1.12% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 865 | $21,848.6 | $21,573.1 | -$275.5 | -1.26% |
 Chad Kelley Alliance Wealth Advisors LLC /UT | 17,629 | $449,832.66 | $440,460.56 | -$9,372.1 | -2.08% |
 Nancy Williamson Helen Stephens Group LLC | 49,434 | $1.25M | $1.24M | -$12,026.9 | -0.96% |
 Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 257,513 | $6.48M | $6.43M | -$47,789.73 | -0.74% |
 Paige Johnson Roth Pine Haven Investment Counsel Inc. | 10,050 | $255,583 | $250,948.5 | -$4,634.5 | -1.81% |
 Matthew B. Boersen Straight Path Wealth Management | 26,838 | $681,234.4 | $670,547.43 | -$10,686.97 | -1.57% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 31,995 | $799,449.2 | $798,755.17 | -$694.03 | -0.09% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 223,896 | $5.67M | $5.59M | -$75,749.42 | -1.34% |
 Jennifer Scott Scott Capital Advisors LLC | 32,937 | $824,751.45 | $822,436.89 | -$2,314.56 | -0.28% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 43,846 | $1.11M | $1.09M | -$13,065.31 | -1.18% |
 Lindsey Seagraves Carson Advisory Inc. | 10,265 | $261,346.9 | $256,471.02 | -$4,875.88 | -1.87% |
 Courtney Lawson Autumn Glory Partners LLC | 29,977 | $737,408.99 | $749,125.23 | $11,716.24 | 1.59% |
| LWL Leo Wealth LLC Leo Wealth LLC | 195,552 | $4.9M | $4.88M | -$22,880.47 | -0.47% |
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