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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
PWS
51
Peloton Wealth Strategists
Indiana
$741K +$268K +10,200 +57%
TF
52
TLWM Financial
Texas
$700K
LF
53
Lee Financial
Texas
$683K
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$658K +$658K +25,020 New
RCAG
55
Rehmann Capital Advisory Group
Michigan
$645K -$15.3K -582 -2%
CBFP
56
Cedar Brook Financial Partners
Ohio
$633K +$605 +23 +0.1%
ADL
57
Asset Dedication LLC
California
$580K +$263K +9,996 +83%
EPP
58
ETF Portfolio Partners
Kansas
$538K
WI
59
WrapManager Inc
California
$500K -$342 -13 -0.1%
BPA
60
Beacon Pointe Advisors
California
$494K +$7.15K +272 +1%
GPA
61
Guidance Point Advisors
Massachusetts
$488K -$372K -14,150 -43%
AFP
62
Ausdal Financial Partners
Iowa
$477K -$8.46K -322 -2%
WIC
63
Whitegate Investment Counselors
New Hampshire
$440K +$185K +7,050 +73%
Jane Street
64
Jane Street
New York
$433K -$1.59M -60,415 -79%
Osaic Holdings
65
Osaic Holdings
Arizona
$429K +$74.4K +2,831 +21%
IWC
66
Integrated Wealth Concepts
Massachusetts
$419K +$86.8K +3,301 +26%
BWM
67
BCS Wealth Management
Tennessee
$414K
DADC
68
D.A. Davidson & Co
Montana
$396K +$75.2K +2,860 +23%
AWM
69
Alterna Wealth Management
Texas
$372K +$372K +14,168 New
NA
70
NewEdge Advisors
Louisiana
$367K +$7.36K +280 +2%
AIP
71
Ameritas Investment Partners
Nebraska
$356K +$7.94K +302 +2%
CIA
72
Capital Investment Advisors
Georgia
$350K -$13.7K -523 -4%
KA
73
Klingman & Associates
New York
$322K
LWM
74
Laidlaw Wealth Management
New York
$316K
1IA
75
1834 Investment Advisors
Wisconsin
$300K +$158K +6,000 +111%