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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
US Bancorp
1
US Bancorp
Minnesota
$25.6M +$12.7M +498,586 +99%
Bank of America
2
Bank of America
North Carolina
$16.9M +$4.7M +184,407 +38%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.3M -$507K -19,883 -4%
Morgan Stanley
4
Morgan Stanley
New York
$11M +$829K +32,535 +8%
Wells Fargo
5
Wells Fargo
California
$8.75M +$442K +17,346 +5%
LPL Financial
6
LPL Financial
California
$6.02M -$108K -4,243 -2%
LIM
7
Leavell Investment Management
Alabama
$5.66M +$370K +14,520 +7%
GA
8
Gateway Advisory
New Jersey
$5.07M -$906K -35,559 -15%
UCFA
9
United Capital Financial Advisors
Texas
$4.88M -$377K -14,812 -7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.76M -$480K -18,856 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.43M +$90.3K +3,545 +2%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$4.4M -$929K -36,475 -17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.38M -$957K -37,567 -18%
PAG
14
Private Advisor Group
New Jersey
$4.35M -$598K -23,463 -12%
LPT
15
Legacy Private Trust
Wisconsin
$4.17M +$153K +6,000 +4%
PFM
16
Phillips Financial Management
Indiana
$3.83M +$583K +22,898 +18%
W
17
Wealthquest
Ohio
$3.37M +$3.37M +132,147 New
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.26M +$3.26M +127,970 New
UBS Group
19
UBS Group
Switzerland
$3.21M -$1.37M -53,608 -30%
SCA
20
Stonebridge Capital Advisors
Minnesota
$3.02M +$325K +12,754 +12%
Jane Street
21
Jane Street
New York
$2.99M -$1.83M -71,867 -38%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$2.98M +$86.7K +3,402 +3%
EC
23
Estate Counselors
Wisconsin
$2.87M +$48.9K +1,920 +2%
Mariner
24
Mariner
Kansas
$2.66M +$210K +8,236 +9%
BPA
25
Beacon Pointe Advisors
California
$2.4M -$17.5K -688 -0.7%