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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
SCA
26
Stonebridge Capital Advisors
Minnesota
$2.81M -$49.8K -1,908 -2%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.73M -$84.4K -3,238 -3%
SPA
28
Sentinel Pension Advisors
Massachusetts
$2.64M +$80.5K +3,086 +3%
ACM
29
Azimuth Capital Management
Michigan
$2.44M +$57.4K +2,200 +2%
RFC
30
Regions Financial Corp
Alabama
$2.21M -$544K -20,855 -20%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$1.97M +$14.3K +547 +0.7%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.95M +$1.96M +75,055 New
EWA
33
EP Wealth Advisors
California
$1.91M
BOPW
34
Brandywine Oak Private Wealth
Pennsylvania
$1.73M -$1.07K -41 -0.1%
P
35
Paradiem
Louisiana
$1.7M
LPT
36
Legacy Private Trust
Wisconsin
$1.65M +$119K +4,569 +8%
SIC
37
Sigma Investment Counselors
Michigan
$1.61M
RJA
38
Raymond James & Associates
Florida
$1.57M +$85.7K +3,285 +6%
Stifel Financial
39
Stifel Financial
Missouri
$1.55M +$12.9K +495 +0.8%
CIC
40
Carnegie Investment Counsel
Ohio
$1.34M +$196K +7,500 +17%
APP
41
Avantax Planning Partners
Iowa
$1.2M -$40.5K -1,553 -3%
Creative Planning
42
Creative Planning
Kansas
$1.13M -$3.16K -121 -0.3%
CIA
43
Covington Investment Advisors
Pennsylvania
$1.11M +$9.1K +349 +0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.1M +$289K +11,070 +36%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$1.08M
PFM
46
Phillips Financial Management
Indiana
$1.05M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$14.8K -569 -1%
SSB
48
Sandy Spring Bank
Maryland
$953K +$10.8K +415 +1%
VA
49
Valmark Advisers
Ohio
$932K -$124K -4,763 -12%
CDIA
50
Capital Directions Investment Advisors
Georgia
$900K