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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF

Delisted

IBML was delisted on the 1st of December, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$296K +$75K +3,000 +34%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$279K +$281K +11,219 New
VA
28
Valmark Advisers
Ohio
$274K +$275K +10,989 New
PWM
29
Paulson Wealth Management
Illinois
$258K +$90.4K +3,613 +53%
NA
30
NewEdge Advisors
Louisiana
$235K +$236K +9,442 New
SSWM
31
Sheets Smith Wealth Management
North Carolina
$224K
PAG
32
Private Advisor Group
New Jersey
$206K +$8.45K +338 +4%
VF
33
Virtu Financial
New York
$205K +$206K +8,231 New
JP Morgan Chase
34
JP Morgan Chase
New York
$154K -$32K -1,280 -17%
AIP
35
Ameritas Investment Partners
Nebraska
$131K +$52.5K +2,100 +66%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$105K +$106K +4,228 New
SWP
37
Stratos Wealth Partners
Ohio
$100K +$100K +4,000 New
1IA
38
1834 Investment Advisors
Wisconsin
$75K
RFC
39
Regions Financial Corp
Alabama
$55K +$5.03K +201 +10%
FFW
40
Fusion Family Wealth
New York
$31K
AF
41
Advisornet Financial
Minnesota
$15K +$15K +600 New
GEA
42
Glen Eagle Advisors
New Jersey
$12.4K +$12.5K +500 New
SEI Investments
43
SEI Investments
Pennsylvania
$11K
BlackRock
44
BlackRock
New York
$3K +$625 +25 +23%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$988K -39,193 Closed
FAAS
46
First Allied Advisory Services
California
-$88K -3,500 Closed