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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
LF
51
Lee Financial
Texas
$1.74M -$506K -19,994 -23%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.72M +$623K +24,616 +57%
Creative Planning
53
Creative Planning
Kansas
$1.71M -$222K -8,759 -12%
Ameriprise
54
Ameriprise
Minnesota
$1.68M +$203K +8,006 +14%
CIAS
55
CFS Investment Advisory Services
New Jersey
$1.68M -$88.8K -3,509 -5%
ADL
56
Asset Dedication LLC
California
$1.64M
BFEC
57
Benjamin F. Edwards & Company
Missouri
$1.57M +$700K +27,658 +81%
SIC
58
Sigma Investment Counselors
Michigan
$1.53M
BSAM
59
Blue Square Asset Management
New York
$1.51M +$578K +22,850 +62%
HW
60
Hedeker Wealth
Illinois
$1.2M +$1.2M +47,348 New
AA
61
Alesco Advisors
New York
$1.19M
APP
62
Avantax Planning Partners
Iowa
$1.16M -$10.4K -412 -0.9%
CFMC
63
Curbstone Financial Management Corp
New Hampshire
$1.12M -$97.4K -3,850 -8%
AWS
64
AJ Wealth Strategies
New York
$1.1M
NA
65
NewEdge Advisors
Louisiana
$1.1M +$1.16M +45,686 +7%
RAG
66
RIA Advisory Group
Iowa
$1.04M +$1.08M +42,702 New
EIA
67
Eldridge Investment Advisors
New Hampshire
$963K +$478K +18,889 +99%
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$946K -$111K -4,400 -11%
VA
69
Valmark Advisers
Ohio
$917K +$41.6K +1,645 +5%
SSB
70
Sandy Spring Bank
Maryland
$909K -$131K -5,175 -13%
FAM
71
Forte Asset Management
New York
$897K
RHP
72
Royal Harbor Partners
Texas
$883K +$409K +16,144 +86%
CAN
73
Cetera Advisor Networks
California
$817K +$815K +32,218 New
CFG
74
Carr Financial Group
Massachusetts
$803K +$802K +31,678 New
AWM
75
Apollon Wealth Management
South Carolina
$771K -$149K -5,900 -16%