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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
ACS
76
Archford Capital Strategies
Illinois
$228K +$226K +8,685 New
KCM
77
Kathmere Capital Management
Pennsylvania
$217K +$831 +32 +0.4%
COF
78
Capital One Financial
Virginia
$211K
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$209K +$207K +7,968 New
FCA
80
FinTrust Capital Advisors
South Carolina
$173K
GEA
81
Glen Eagle Advisors
New Jersey
$161K
OPS
82
Orion Portfolio Solutions
Nebraska
$158K
1IA
83
1834 Investment Advisors
Wisconsin
$142K +$33.6K +1,295 +32%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$139K +$4.05K +156 +3%
GWM
85
Geneos Wealth Management
Colorado
$115K +$33.3K +1,283 +41%
MA
86
MCF Advisors
Kentucky
$113K +$26 +1 +0%
PGAM
87
Princeton Global Asset Management
New Jersey
$100K
SPIA
88
Steward Partners Investment Advisory
New York
$69K
PIMG
89
Patriot Investment Management Group
Tennessee
$51.9K +$51.4K +1,980 New
BWL
90
Bogart Wealth LLC
Virginia
$40K +$39.5K +1,520 New
FRA
91
Front Row Advisors
California
$39K +$26K +1,000 +200%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$36K +$35.3K +1,360 New
BlackRock
93
BlackRock
New York
$26K +$21.7K +836 +606%
VCM
94
Vigilant Capital Management
Maine
$25K -$909 -35 -4%
RIM
95
Rockbridge Investment Management
New York
$25K +$25.2K +971 New
TF
96
TimeScale Financial
Massachusetts
$3K
LF
97
LifeSteps Financial
California
-$1.57M -61,152 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$1.56M -60,793 Closed
AIC
99
Ameritas Investment Company
Nebraska
-$56K -2,189 Closed
ASN
100
Advisory Services Network
Georgia
-$50K -1,945 Closed