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iShares iBonds Dec 2027 Term Corporate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $968 | $964.44 | -$3.56 | -0.37% |
 Dustin Schick Evergreen Private Wealth LLC | 52,013 | $1.32M | $1.32M | $1,563.34 | 0.12% |
 Jessica Riley Hale GC Wealth Management RIA, LLC | 46,775 | $1.18M | $1.19M | $4,270.13 | 0.36% |
 Tammy Trenta FF Advisors,LLC | 8,249 | $209,442.23 | $209,359.62 | -$82.61 | -0.04% |
 Joseph C. Capezza, Jr Cove Private Wealth, LLC | 22,000 | $559,240 | $558,360 | -$880 | -0.16% |
 Ian Jameson American Capital Advisory, LLC | 2,231 | $56,779 | $56,622.78 | -$156.22 | -0.28% |
 David Maxey Heritage Family Offices, LLP | 11,136 | $283,077 | $282,631.68 | -$445.32 | -0.16% |
| TAL TPG Advisors LLC TPG Advisors LLC | 9,116 | $227,991.33 | $231,364.08 | $3,372.75 | 1.48% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 16,398 | $414,597.13 | $416,181.24 | $1,584.11 | 0.38% |
 Bradley Wilson Crews Bank & Trust | 35,693 | $899,654.03 | $905,888.34 | $6,234.31 | 0.69% |
| PPL Postrock Partners LLC Postrock Partners LLC | 98,576 | $2.48M | $2.5M | $21,792.59 | 0.88% |
| BM Berkeley Meredith Hughes Financial Services LLC | 8,270 | $209,081.15 | $209,892.6 | $811.45 | 0.39% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 8,320 | $211,261.45 | $211,161.6 | -$99.85 | -0.05% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 962 | $24,185 | $24,391.51 | $206.51 | 0.85% |
| JH Julie Hazzard 10Elms LLP | 28,194 | $711,558.6 | $715,422.75 | $3,864.15 | 0.54% |
 Tim Thomas Members Wealth LLC | 43,516 | $1.1M | $1.1M | -$209.51 | -0.02% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 60,423 | $1.54M | $1.53M | -$3,625.26 | -0.24% |
 Horan Wealth LLC Horan Wealth LLC | 8,544 | $217,658 | $216,590.4 | -$1,067.6 | -0.49% |
| CTC Caldwell Trust Co Caldwell Trust Co | 44 | $1,120 | $1,116.72 | -$3.28 | -0.29% |
