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IBMH

iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH

Delisted

IBMH was delisted on the 3rd of September, 2019.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.14M +$759K +29,938 +14%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.3M +$1.34M +52,724 +34%
Morgan Stanley
3
Morgan Stanley
New York
$2.56M +$351K +13,850 +16%
UBS Group
4
UBS Group
Switzerland
$2.11M +$301K +11,883 +17%
VCM
5
Vigilant Capital Management
Maine
$1.89M +$215K +8,495 +13%
UCFA
6
United Capital Financial Advisors
Texas
$1.88M +$37.4K +1,476 +2%
Wells Fargo
7
Wells Fargo
California
$1.88M +$353K +13,911 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M +$1.8M +70,930 New
Mariner
9
Mariner
Kansas
$1.28M +$22.7K +895 +2%
LNC
10
Lincoln National Corp
Pennsylvania
$1.28M +$657K +25,939 +106%
CIM
11
Confluence Investment Management
Missouri
$1.11M +$160K +6,315 +17%
CIC
12
Carnegie Investment Counsel
Ohio
$1.06M +$1.06M +41,850 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$892K +$892K +35,186 New
Ameriprise
14
Ameriprise
Minnesota
$801K +$800K +31,569 New
NC
15
NewSquare Capital
Pennsylvania
$793K +$88.7K +3,500 +13%
CG
16
Colony Group
Massachusetts
$749K +$265K +10,471 +55%
DC
17
Davenport & Co
Virginia
$708K +$133K +5,240 +23%
TC
18
Trust Company
Kansas
$627K +$316K +12,488 +102%
PFM
19
Phillips Financial Management
Indiana
$590K +$141K +5,559 +32%
LPT
20
Legacy Private Trust
Wisconsin
$563K +$203K +8,000 +56%
MAA
21
Managed Account Advisors
New Jersey
$495K +$395K +15,591 +395%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$406K +$405K +16,000 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$390K +$390K +15,390 New
JP Morgan Chase
24
JP Morgan Chase
New York
$344K +$4.31K +170 +1%
LPL Financial
25
LPL Financial
California
$344K +$114K +4,509 +50%
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