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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
WI
26
WrapManager Inc
California
$558K +$556K +22,384 New
MA
27
MCF Advisors
Kentucky
$546K +$544K +21,880 New
Stifel Financial
28
Stifel Financial
Missouri
$536K +$34.4K +1,382 +7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$520K
PAG
30
Private Advisor Group
New Jersey
$417K +$210K +8,450 +102%
AWM
31
Altium Wealth Management
New York
$393K -$56.5K -2,273 -13%
SCA
32
Stonebridge Capital Advisors
Minnesota
$384K +$383K +15,396 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$323K -$584K -23,489 -64%
VA
34
Valmark Advisers
Ohio
$306K +$32K +1,288 +12%
LFAS
35
Level Four Advisory Services
Texas
$297K
VF
36
Virtu Financial
New York
$289K +$83.1K +3,343 +41%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$267K -$12.6K -506 -5%
PWM
38
Paulson Wealth Management
Illinois
$260K +$1.02K +41 +0.4%
LIM
39
Leavell Investment Management
Alabama
$250K +$249K +10,000 New
AIP
40
Ameritas Investment Partners
Nebraska
$192K +$60.3K +2,425 +46%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$185K +$79K +3,177 +75%
JP Morgan Chase
42
JP Morgan Chase
New York
$155K +$497 +20 +0.3%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$155K +$154K +6,210 New
OIA
44
OneDigital Investment Advisors
Kansas
$150K +$150K +6,038 New
SSB
45
Sandy Spring Bank
Maryland
$126K +$126K +5,070 New
RFC
46
Regions Financial Corp
Alabama
$103K +$47.2K +1,900 +86%
1IA
47
1834 Investment Advisors
Wisconsin
$90K +$14.9K +600 +20%
VCM
48
Vigilant Capital Management
Maine
$82K -$246K -9,896 -75%
GEA
49
Glen Eagle Advisors
New Jersey
$74.8K +$62.1K +2,500 +500%
AG
50
Advisor Group
Arizona
$46K +$45.4K +1,827 New