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iShares iBonds Dec 2029 Term Corporate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 305,471 | $6.95M | $7.05M | $102,720.5 | 1.48% |
 Kurt Ahrens Mendota Financial Group LLC | 61,670 | $1.44M | $1.42M | -$17,726.61 | -1.23% |
 Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 72,192 | $1.67M | $1.67M | -$7,636.33 | -0.46% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 26,340 | $613,182.98 | $607,663.8 | -$5,519.18 | -0.9% |
 Jeffrey Steele Silverlake Wealth Management LLC | 17,371 | $402,312 | $400,748.97 | -$1,563.03 | -0.39% |
 Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 16,969 | $394,382.8 | $391,474.83 | -$2,907.97 | -0.74% |
 Hannah Rae Leone Foundation Wealth Management LLC | 32,213 | $744,534.01 | $743,153.91 | -$1,380.1 | -0.19% |
 Nicholas Brown Granite Harbor Advisors Inc. | 38,850 | $905,007.08 | $896,269.5 | -$8,737.58 | -0.97% |
 Ryan P. Ruggaard Ruggaard & Associates LLC | 528,717 | $12.37M | $12.2M | -$166,350.21 | -1.34% |
 Courtney Holt Compound Planning, Inc. | 12,760 | $296,284.03 | $294,373.2 | -$1,910.83 | -0.64% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 195,635 | $4.5M | $4.51M | $17,040.95 | 0.38% |
 Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 17,274 | $402,579.34 | $398,511.18 | -$4,068.16 | -1.01% |
 Christopher C. Powers Farther Finance Advisors, LLC | 44,505 | $1.04M | $1.03M | -$12,965.47 | -1.25% |
 Kevin Bresler TD Waterhouse Canada Inc. | 40,266 | $927,325.25 | $928,936.62 | $1,611.37 | 0.17% |
| AK Alisha Kamadia United Community Bank | 12,650 | $294,239 | $291,582.5 | -$2,656.5 | -0.9% |
 Mark Weber DecisionMap Wealth Management, LLC | 30,253 | $699,092.09 | $697,936.71 | -$1,155.38 | -0.17% |
 James Rankin Modern Wealth Management, LLC | 105,983 | $2.45M | $2.45M | -$8,482.36 | -0.35% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 62,759 | $1.45M | $1.45M | -$6,867.62 | -0.47% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 30,685 | $704,193.02 | $707,902.95 | $3,709.93 | 0.53% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 183,495 | $4.24M | $4.23M | -$11,168.74 | -0.26% |
