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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
$17.1M +$315K +12,428 +2%
US Bancorp
2
US Bancorp
Minnesota
$16.6M +$378K +14,909 +2%
Bank of America
3
Bank of America
North Carolina
$13.1M +$1.97M +77,801 +18%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M +$1.08M +42,479 +9%
Wells Fargo
5
Wells Fargo
California
$11.8M +$1.43M +56,256 +14%
UBS Group
6
UBS Group
Switzerland
$11.7M +$545K +21,473 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.49M +$438K +17,248 +7%
GA
8
Gateway Advisory
New Jersey
$6.33M +$217K +8,539 +4%
LPL Financial
9
LPL Financial
California
$6.1M +$993K +39,152 +19%
UCFA
10
United Capital Financial Advisors
Texas
$5.67M -$455K -17,921 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.29M +$5.31M +209,441 New
FFW
12
Fusion Family Wealth
New York
$5.09M -$6.8K -268 -0.1%
CIM
13
Confluence Investment Management
Missouri
$5.02M +$2.08K +82 +0%
AssetMark Inc
14
AssetMark Inc
California
$4.94M +$2.56M +101,047 +107%
LNC
15
Lincoln National Corp
Pennsylvania
$3.58M +$794K +31,317 +28%
LIM
16
Leavell Investment Management
Alabama
$3.56M +$596K +23,500 +20%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.55M +$97.3K +3,837 +3%
PAG
18
Private Advisor Group
New Jersey
$3.45M -$262K -10,342 -7%
Jane Street
19
Jane Street
New York
$3.35M +$3.02M +119,064 +880%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.9M +$200K +7,876 +7%
RJA
21
Raymond James & Associates
Florida
$2.72M +$1.72M +67,976 +171%
PFM
22
Phillips Financial Management
Indiana
$2.61M
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.98M +$281K +11,070 +16%
Stifel Financial
24
Stifel Financial
Missouri
$1.94M +$373K +14,695 +24%
CIC
25
Carnegie Investment Counsel
Ohio
$1.72M +$1.15M +45,410 +202%