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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
WHCI
76
W.H. Cornerstone Investments
Massachusetts
$665K +$669K +26,341 New
AWS
77
Atria Wealth Solutions
New York
$620K +$624K +24,569 New
DADC
78
D.A. Davidson & Co
Montana
$609K
APA
79
American Portfolios Advisors
New York
$604K
SWMG
80
Signature Wealth Management Group
Georgia
$600K +$299K +11,785 +98%
SVWAG
81
Sound View Wealth Advisors Group
Georgia
$583K -$40.2K -1,583 -6%
PWS
82
Peloton Wealth Strategists
Indiana
$560K
KPWS
83
Kestra Private Wealth Services
Texas
$534K -$10.2K -400 -2%
EPP
84
ETF Portfolio Partners
Kansas
$516K
ASN
85
Advisory Services Network
Georgia
$508K +$407 +16 +0.1%
EWA
86
EP Wealth Advisors
California
$504K -$41.8K -1,645 -8%
AIP
87
Ameritas Investment Partners
Nebraska
$498K +$254 +10 +0.1%
CIA
88
Capital Investment Advisors
Georgia
$485K +$9.05K +356 +2%
EIA
89
Eldridge Investment Advisors
New Hampshire
$482K +$173K +6,803 +55%
PGAM
90
Princeton Global Asset Management
New Jersey
$473K +$20K +787 +4%
RHP
91
Royal Harbor Partners
Texas
$472K +$475K +18,691 New
MML Investors Services
92
MML Investors Services
Massachusetts
$470K -$116K -4,552 -20%
IA
93
IFP Advisors
Florida
$470K +$329K +12,958 +219%
PTC
94
Private Trust Company
Ohio
$467K +$15.6K +614 +3%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$436K +$133K +5,216 +43%
ST
96
Spinnaker Trust
Maine
$435K -$97.9K -3,851 -18%
FAFN
97
First Affirmative Financial Network
Colorado
$413K -$97K -3,819 -19%
RCAG
98
Rehmann Capital Advisory Group
Michigan
$399K -$3.1K -122 -0.8%
BWM
99
BCS Wealth Management
Tennessee
$398K
LNC
100
Lincoln National Corp
Pennsylvania
$386K +$188K +7,385 +93%