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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$245K
KPWS
77
Kestra Private Wealth Services
Texas
$237K +$237K +9,000 New
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$221K +$221K +8,425 New
OPS
79
Orion Portfolio Solutions
Nebraska
$219K +$60K +2,282 +38%
KCM
80
Kathmere Capital Management
Pennsylvania
$218K +$789 +30 +0.4%
OIA
81
OneDigital Investment Advisors
Kansas
$218K +$219K +8,320 New
ACS
82
Archford Capital Strategies
Illinois
$213K -$15.2K -578 -7%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$212K +$72.6K +2,763 +52%
COF
84
Capital One Financial
Virginia
$211K
FMWA
85
Forvis Mazars Wealth Advisors
Missouri
$209K
FCA
86
FinTrust Capital Advisors
South Carolina
$173K
GEA
87
Glen Eagle Advisors
New Jersey
$162K
GWM
88
Geneos Wealth Management
Colorado
$115K
MA
89
MCF Advisors
Kentucky
$113K +$158 +6 +0.1%
PGAM
90
Princeton Global Asset Management
New Jersey
$101K
ASN
91
Advisory Services Network
Georgia
$101K +$101K +3,847 New
SPIA
92
Steward Partners Investment Advisory
New York
$69K
FRA
93
Front Row Advisors
California
$66K +$26.3K +1,000 +67%
IA
94
IFP Advisors
Florida
$50K +$50.2K +1,909 New
BWL
95
Bogart Wealth LLC
Virginia
$39K
RIM
96
Rockbridge Investment Management
New York
$26K
VCM
97
Vigilant Capital Management
Maine
$25K
SIM
98
Sonora Investment Management
Arizona
$10K +$9.86K +375 New
BlackRock
99
BlackRock
New York
$4K -$21.9K -835 -86%
EC
100
Estate Counselors
Wisconsin
-$1.77M -67,390 Closed