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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
SVWAG
76
Sound View Wealth Advisors Group
Georgia
$897K +$896K +35,280 New
VA
77
Valmark Advisers
Ohio
$888K -$31.7K -1,247 -3%
SSB
78
Sandy Spring Bank
Maryland
$849K -$62.7K -2,470 -7%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$824K -$2.42M -95,450 -75%
CFG
80
Carr Financial Group
Massachusetts
$806K
SWMG
81
Signature Wealth Management Group
Georgia
$800K +$44.2K +1,743 +6%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$797K +$111K +4,356 +16%
AWM
83
Apollon Wealth Management
South Carolina
$743K -$30.5K -1,200 -4%
CIC
84
Carnegie Investment Counsel
Ohio
$727K
CAAS
85
Capital Asset Advisory Services
Michigan
$701K
VNB
86
Virginia National Bank
Virginia
$696K +$2.34K +92 +0.3%
TF
87
TLWM Financial
Texas
$679K
GHA
88
Granite Harbor Advisors
Texas
$641K +$295K +11,614 +85%
AWS
89
Atria Wealth Solutions
New York
$625K
IA
90
IFP Advisors
Florida
$547K -$185K -7,279 -25%
WHCI
91
W.H. Cornerstone Investments
Massachusetts
$545K -$20.6K -811 -4%
BAM
92
Belpointe Asset Management
Nevada
$545K +$19.5K +768 +4%
JAG
93
Journey Advisory Group
Kentucky
$543K +$542K +21,353 New
RWA
94
Redhawk Wealth Advisors
Minnesota
$541K +$540K +21,279 New
AF
95
Allworth Financial
California
$525K
GSIAS
96
Garden State Investment Advisory Services
New Jersey
$521K +$41.3K +1,628 +9%
EPP
97
ETF Portfolio Partners
Kansas
$520K
LNC
98
Lincoln National Corp
Pennsylvania
$509K +$175K +6,896 +53%
ASN
99
Advisory Services Network
Georgia
$507K +$381 +15 +0.1%
Lido Advisors
100
Lido Advisors
California
$501K +$500K +19,707 New