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iShares iBonds 2027 High Yield Income Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 41,747 | $921,777 | $908,832.19 | -$12,944.81 | -1.4% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 71 | $1,582.64 | $1,545.67 | -$36.97 | -2.34% |
| DH Doug Hutchinson Wrapmanager Inc | 33,213 | $735,313.09 | $722,714.88 | -$12,598.21 | -1.71% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 104,281 | $2.33M | $2.27M | -$57,299.46 | -2.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,970 | $307,619.4 | $303,987.2 | -$3,632.2 | -1.18% |
 Austin Private Wealth Austin Private Wealth LLC | 30,403 | $679,317.27 | $661,873.31 | -$17,443.96 | -2.57% |
| YA Yinka Akinsola Blue Trust Inc. | 892 | $19,845.66 | $19,418.84 | -$426.82 | -2.15% |
 Jeff Ameen Spire Wealth Management | 2,916 | $65,082.42 | $63,452.16 | -$1,630.26 | -2.5% |
 Matt Hunter Heartland Bank & Trust Co. | 39,171 | $875,400.53 | $852,752.67 | -$22,647.86 | -2.59% |
 Richard Slavik Newbridge Financial Services Group Inc. | 1,580 | $35,170.8 | $34,396.6 | -$774.2 | -2.2% |
 Sima Elimelech Activest Wealth Management | 6,740 | $149,156.2 | $146,729.8 | -$2,426.4 | -1.63% |
 Nancy Williamson Helen Stephens Group LLC | 44,425 | $987,497.02 | $967,132.25 | -$20,364.77 | -2.06% |
 Matthew B. Boersen Straight Path Wealth Management | 135,333 | $3.04M | $2.95M | -$92,880.78 | -3.06% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 11,377 | $250,521.54 | $247,677.29 | -$2,844.25 | -1.14% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 195,817 | $4.37M | $4.26M | -$108,678.44 | -2.49% |
 Benjamin Cauley Carr Financial Group Corp. | 150,853 | $3.36M | $3.28M | -$71,788.9 | -2.14% |
 Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 14,346 | $317,227.52 | $312,527.61 | -$4,699.91 | -1.48% |
 Jenna Laws Evexia Wealth LLC | 80,369 | $1.79M | $1.75M | -$41,175.44 | -2.3% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 225 | $5,009 | $4,896 | -$113 | -2.26% |
 Annmarie Young KPP Advisory Services LLC | 9,640 | $213,319.99 | $209,911 | -$3,408.99 | -1.6% |
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