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iShares iBonds Dec 2028 Term Muni Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Nicholas Brown Granite Harbor Advisors Inc. | 72,126 | $1.83M | $1.82M | -$10,651.51 | -0.58% |
 Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 99,639 | $2.55M | $2.52M | -$30,233.84 | -1.19% |
 Christopher C. Powers Farther Finance Advisors, LLC | 9,049 | $228,695.91 | $228,215.78 | -$480.13 | -0.21% |
 James Rankin Modern Wealth Management, LLC | 23,394 | $597,191.77 | $591,049.41 | -$6,142.36 | -1.03% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $974 | $960.07 | -$13.93 | -1.43% |
 Dustin Schick Evergreen Private Wealth LLC | 51,630 | $1.32M | $1.3M | -$11,732.33 | -0.89% |
 Jessica Riley Hale GC Wealth Management RIA, LLC | 46,522 | $1.18M | $1.18M | -$6,406.42 | -0.54% |
 Tammy Trenta FF Advisors,LLC | 23,867 | $605,657.51 | $603,357.76 | -$2,299.75 | -0.38% |
 Joseph C. Capezza, Jr Cove Private Wealth, LLC | 22,000 | $562,760 | $556,160 | -$6,600 | -1.17% |
 Ian Jameson American Capital Advisory, LLC | 2,217 | $56,822 | $55,979.25 | -$842.75 | -1.48% |
 David Maxey Heritage Family Offices, LLP | 11,073 | $283,247 | $279,925.44 | -$3,321.56 | -1.17% |
| TAL TPG Advisors LLC TPG Advisors LLC | 21,049 | $533,550.16 | $531,802.98 | -$1,747.18 | -0.33% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 17,321 | $439,139.38 | $437,961.48 | -$1,177.9 | -0.27% |
 Bradley Wilson Crews Bank & Trust | 37,621 | $950,368.6 | $950,870.77 | $502.17 | 0.05% |
| PPL Postrock Partners LLC Postrock Partners LLC | 19,181 | $484,710.23 | $484,607.96 | -$102.27 | -0.02% |
| BM Berkeley Meredith Hughes Financial Services LLC | 6,761 | $171,107.37 | $170,816.66 | -$290.71 | -0.17% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 8,282 | $211,798.05 | $209,244.73 | -$2,553.32 | -1.21% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 828 | $20,849.13 | $20,919.42 | $70.29 | 0.34% |
| JH Julie Hazzard 10Elms LLP | 28,060 | $710,586.95 | $709,216.5 | -$1,370.45 | -0.19% |
 Tim Thomas Members Wealth LLC | 33,385 | $854,667.47 | $843,472.02 | -$11,195.45 | -1.31% |
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