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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.31M +$1.24M +47,113 +116%
EWA
27
EP Wealth Advisors
California
$2.3M +$2.3M +87,384 New
RFC
28
Regions Financial Corp
Alabama
$2.14M +$105K +4,001 +5%
RJA
29
Raymond James & Associates
Florida
$1.74M -$68.1K -2,590 -4%
CIC
30
Carnegie Investment Counsel
Ohio
$1.64M +$167K +6,350 +11%
SCG
31
Sonata Capital Group
Washington
$1.62M +$302K +11,475 +23%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$1.49M +$152K +5,768 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.44M +$108K +4,115 +8%
Stifel Financial
34
Stifel Financial
Missouri
$1.42M -$123K -4,673 -8%
APP
35
Avantax Planning Partners
Iowa
$1.34M +$131K +4,973 +11%
SIC
36
Sigma Investment Counselors
Michigan
$1.2M +$298K +11,340 +33%
PWM
37
Paulson Wealth Management
Illinois
$1.11M +$11.7K +444 +1%
REMPR
38
Roof Eidam Maycock Peralta (REMP)
California
$1.1M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.05M +$251K +9,537 +31%
CIA
40
Covington Investment Advisors
Pennsylvania
$1M +$14.3K +545 +1%
SSB
41
Sandy Spring Bank
Maryland
$967K +$248K +9,440 +35%
LPT
42
Legacy Private Trust
Wisconsin
$951K +$68.6K +2,610 +8%
CDIA
43
Capital Directions Investment Advisors
Georgia
$910K +$77.1K +2,934 +9%
FPS
44
Fieldpoint Private Securities
Connecticut
$894K
APA
45
American Portfolios Advisors
New York
$870K +$521K +19,825 +149%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$867K +$69.3K +2,638 +9%
FNC
47
First National Corp
Massachusetts
$863K
PFM
48
Phillips Financial Management
Indiana
$853K +$302K +11,506 +55%
VA
49
Valmark Advisers
Ohio
$846K +$197K +7,480 +30%
AWM
50
Altium Wealth Management
New York
$820K +$2.31K +88 +0.3%