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IBMI

iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1
New Capital Management
Texas
$110K – – –
US Bancorp
2
US Bancorp
Minnesota
– -$25.6M -1,004,183 Closed
Bank of America
3
Bank of America
North Carolina
– -$16.9M -663,501 Closed
HighTower Advisors
4
HighTower Advisors
Illinois
– -$12.3M -482,867 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$11M -431,015 Closed
Wells Fargo
6
Wells Fargo
California
– -$8.75M -343,345 Closed
LPL Financial
7
LPL Financial
California
– -$6.02M -236,332 Closed
LIM
8
Leavell Investment Management
Alabama
– -$5.66M -221,861 Closed
GA
9
Gateway Advisory
New Jersey
– -$5.07M -198,996 Closed
UCFA
10
United Capital Financial Advisors
Texas
– -$4.88M -191,499 Closed
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
– -$4.76M -186,924 Closed
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
– -$4.43M -173,911 Closed
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
– -$4.4M -172,486 Closed
RJFSA
14
Raymond James Financial Services Advisors
Florida
– -$4.38M -171,818 Closed
PAG
15
Private Advisor Group
New Jersey
– -$4.35M -170,810 Closed
LPT
16
Legacy Private Trust
Wisconsin
– -$4.17M -163,675 Closed
PFM
17
Phillips Financial Management
Indiana
– -$3.83M -150,229 Closed
W
18
Wealthquest
Ohio
– -$3.37M -132,147 Closed
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$3.26M -127,970 Closed
UBS Group
20
UBS Group
Switzerland
– -$3.21M -125,866 Closed
SCA
21
Stonebridge Capital Advisors
Minnesota
– -$3.02M -118,297 Closed
Jane Street
22
Jane Street
New York
– -$2.99M -117,286 Closed
BOPW
23
Brandywine Oak Private Wealth
Pennsylvania
– -$2.98M -116,976 Closed
EC
24
Estate Counselors
Wisconsin
– -$2.87M -112,315 Closed
Mariner
25
Mariner
Kansas
– -$2.66M -104,461 Closed
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