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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
$9.61M +$1.82M +71,185 +23%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.55M +$716K +28,064 +12%
Wells Fargo
3
Wells Fargo
California
$5.91M +$2.78M +109,007 +90%
Morgan Stanley
4
Morgan Stanley
New York
$3.77M +$679K +26,590 +22%
UBS Group
5
UBS Group
Switzerland
$3.47M +$1.1M +43,123 +47%
VCM
6
Vigilant Capital Management
Maine
$3M +$1.09M +42,680 +57%
UCFA
7
United Capital Financial Advisors
Texas
$2.65M -$48.3K -1,892 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.44M -$69.4K -2,717 -3%
LNC
9
Lincoln National Corp
Pennsylvania
$1.8M +$548K +21,468 +44%
TC
10
Trust Company
Kansas
$1.78M +$258K +10,114 +17%
Mariner
11
Mariner
Kansas
$1.32M -$1.2K -47 -0.1%
CIM
12
Confluence Investment Management
Missouri
$1.26M +$143K +5,584 +13%
CIC
13
Carnegie Investment Counsel
Ohio
$1.18M -$16.6K -650 -1%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.1M +$234K +9,164 +27%
PFM
15
Phillips Financial Management
Indiana
$1.07M +$477K +18,680 +81%
VKH
16
Virtu KCG Holdings
New York
$840K +$838K +32,805 New
DC
17
Davenport & Co
Virginia
$801K +$22.3K +875 +3%
CG
18
Colony Group
Massachusetts
$760K +$17.9K +700 +2%
LPL Financial
19
LPL Financial
California
$743K +$390K +15,269 +111%
AIA
20
Alerus Investment Advisors
Minnesota
$716K +$697K +27,317 +4,471%
NC
21
NewSquare Capital
Pennsylvania
$636K -$26.6K -1,040 -4%
CFMC
22
Curbstone Financial Management Corp
New Hampshire
$410K +$408K +16,000 New
ADL
23
Asset Dedication LLC
California
$295K +$294K +11,502 New
TFF
24
The Family Firm
Maryland
$291K +$791 +31 +0.3%
JP Morgan Chase
25
JP Morgan Chase
New York
$270K -$53.5K -2,095 -17%
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