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IBMK

iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK

Delisted

IBMK was delisted on the 1st of December, 2022.

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Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
1
US Bancorp
Minnesota
$17.2M +$1.26M +48,159 +8%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M +$1.34M +51,304 +10%
CIM
3
Confluence Investment Management
Missouri
$6.58M -$850K -32,425 -11%
GA
4
Gateway Advisory
New Jersey
$6.32M -$97.8K -3,730 -2%
Wells Fargo
5
Wells Fargo
California
$6.32M +$734K +28,001 +13%
Bank of America
6
Bank of America
North Carolina
$5.33M +$616K +23,510 +13%
UCFA
7
United Capital Financial Advisors
Texas
$4.87M +$4.89M +186,704 New
UBS Group
8
UBS Group
Switzerland
$4.57M +$670K +25,556 +17%
VCM
9
Vigilant Capital Management
Maine
$4.27M +$782K +29,839 +22%
LNC
10
Lincoln National Corp
Pennsylvania
$3.85M +$858K +32,719 +28%
Morgan Stanley
11
Morgan Stanley
New York
$3.71M +$1.34M +51,144 +56%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.01M +$108K +4,134 +6%
LIM
13
Leavell Investment Management
Alabama
$1.88M +$1.18M +45,000 +167%
TTWM
14
TCV Trust & Wealth Management
Virginia
$1.78M +$12.5K +475 +0.7%
ADL
15
Asset Dedication LLC
California
$1.62M +$760K +28,999 +88%
FFW
16
Fusion Family Wealth
New York
$1.5M +$190K +7,242 +14%
LPL Financial
17
LPL Financial
California
$1.21M +$127K +4,831 +12%
PAG
18
Private Advisor Group
New Jersey
$1.12M +$766K +29,215 +211%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$1.03M – – –
BA
20
Boston Advisors
Massachusetts
$1.02M -$507K -19,348 -33%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$704K +$174K +6,638 +33%
BA
22
BKS Advisors
Michigan
$699K +$702K +26,800 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$573K +$67.5K +2,575 +13%
RFC
24
Regions Financial Corp
Alabama
$540K +$337K +12,848 +163%
DP
25
Denver PWM
Colorado
$521K +$525K +20,041 New
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