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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
DSA
51
Droms Strauss Advisors
Missouri
$1.23M +$1.23M +48,231 New
CFMC
52
Curbstone Financial Management Corp
New Hampshire
$1.22M -$96.6K -3,800 -7%
AA
53
Alesco Advisors
New York
$1.2M
APP
54
Avantax Planning Partners
Iowa
$1.18M
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$257K +10,121 +28%
SSB
56
Sandy Spring Bank
Maryland
$1.11M -$3.94K -155 -0.4%
GFPC
57
Global Financial Private Client
Florida
$1.07M +$160K +6,282 +18%
REMPR
58
Roof Eidam Maycock Peralta (REMP)
California
$1.06M
CIC
59
Carnegie Investment Counsel
Ohio
$1.05M -$90K -3,540 -8%
AWS
60
AJ Wealth Strategies
New York
$1.04M +$1.04M +40,845 New
VNB
61
Virginia National Bank
Virginia
$983K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$982K +$72.7K +2,860 +8%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$974K +$970K +38,180 New
AWM
64
Apollon Wealth Management
South Carolina
$946K
BPA
65
Beacon Pointe Advisors
California
$939K +$197K +7,748 +27%
BSAM
66
Blue Square Asset Management
New York
$936K +$933K +36,720 New
VA
67
Valmark Advisers
Ohio
$915K -$215K -8,473 -19%
FAM
68
Forte Asset Management
New York
$903K +$900K +35,400 New
Osaic Holdings
69
Osaic Holdings
Arizona
$881K +$294K +11,585 +51%
FPS
70
Fieldpoint Private Securities
Connecticut
$867K
GPA
71
Guidance Point Advisors
Massachusetts
$850K +$78.8K +3,099 +10%
TWA
72
Tillar-Wenstrup Advisors
Ohio
$850K +$848K +33,351 New
TWM
73
Tradition Wealth Management
Minnesota
$748K +$598K +23,526 +406%
CDIA
74
Capital Directions Investment Advisors
Georgia
$731K
TF
75
TLWM Financial
Texas
$681K