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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF

Delisted

IBMI was delisted on the 1st of September, 2020.

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.2M +$1.44M +56,784 +10%
US Bancorp
2
US Bancorp
Minnesota
$12.7M +$2.83M +111,725 +29%
UBS Group
3
UBS Group
Switzerland
$12M +$494K +19,480 +4%
Bank of America
4
Bank of America
North Carolina
$11.6M +$1.08M +42,631 +10%
Morgan Stanley
5
Morgan Stanley
New York
$11.1M +$1.64M +64,533 +17%
Wells Fargo
6
Wells Fargo
California
$10.3M +$3.14M +123,690 +44%
GA
7
Gateway Advisory
New Jersey
$5.94M -$5.96K -235 -0.1%
UCFA
8
United Capital Financial Advisors
Texas
$5.89M +$645K +25,411 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.55M +$1.08M +42,497 +24%
SEIA
10
Signature Estate & Investment Advisors
California
$5.4M +$268K +10,577 +5%
CIM
11
Confluence Investment Management
Missouri
$5.14M +$749K +29,541 +17%
LPL Financial
12
LPL Financial
California
$4.89M +$603K +23,774 +14%
VCM
13
Vigilant Capital Management
Maine
$3.71M -$3.91M -154,113 -51%
ADL
14
Asset Dedication LLC
California
$3.03M +$785K +30,927 +35%
FFW
15
Fusion Family Wealth
New York
$2.98M +$323K +12,716 +12%
LIM
16
Leavell Investment Management
Alabama
$2.84M +$254K +10,000 +10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.64M +$2.64M +103,941 New
LNC
18
Lincoln National Corp
Pennsylvania
$2.54M -$4.12M -162,511 -62%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.44M +$39.8K +1,567 +2%
AssetMark Inc
20
AssetMark Inc
California
$2.37M +$61.9K +2,438 +3%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.66M +$1.28M +50,423 +336%
PFM
22
Phillips Financial Management
Indiana
$1.62M
MHS
23
M Holdings Securities
Oregon
$1.51M +$1.51M +59,638 New
Mariner
24
Mariner
Kansas
$1.48M +$434K +17,108 +42%
PAG
25
Private Advisor Group
New Jersey
$1.21M -$1.46M -57,531 -55%