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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
SWMG
76
Signature Wealth Management Group
Georgia
$884K +$81.8K +3,216 +10%
SVWAG
77
Sound View Wealth Advisors Group
Georgia
$882K -$17.1K -672 -2%
AM
78
Atwater Malick
Pennsylvania
$826K +$490K +19,275 +147%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$817K -$8.67K -341 -1%
SSB
80
Sandy Spring Bank
Maryland
$816K -$35.1K -1,380 -4%
CFG
81
Carr Financial Group
Massachusetts
$807K
Baird Financial Group
82
Baird Financial Group
Wisconsin
$746K -$53.4K -2,101 -7%
Corient Private Wealth
83
Corient Private Wealth
Florida
$695K -$1.1M -43,082 -61%
VNB
84
Virginia National Bank
Virginia
$695K -$2.8K -110 -0.4%
CAN
85
Cetera Advisor Networks
California
$690K +$356K +14,012 +107%
CIC
86
Carnegie Investment Counsel
Ohio
$683K -$45.8K -1,800 -6%
TF
87
TLWM Financial
Texas
$681K
GHA
88
Granite Harbor Advisors
Texas
$639K -$3.31K -130 -0.5%
ACS
89
Archford Capital Strategies
Illinois
$631K +$275K +10,798 +77%
AWS
90
Atria Wealth Solutions
New York
$626K
WHCI
91
W.H. Cornerstone Investments
Massachusetts
$548K +$2.01K +79 +0.4%
AWM
92
AE Wealth Management
Kansas
$547K +$147K +5,783 +37%
JAG
93
Journey Advisory Group
Kentucky
$537K -$7.63K -300 -1%
AF
94
Allworth Financial
California
$535K +$9.1K +358 +2%
BAM
95
Belpointe Asset Management
Nevada
$531K -$15K -591 -3%
LNC
96
Lincoln National Corp
Pennsylvania
$511K +$1.07K +42 +0.2%
AFP
97
Alpha Financial Partners
Kentucky
$490K +$489K +19,225 New
Lido Advisors
98
Lido Advisors
California
$477K -$25K -984 -5%
EWA
99
EP Wealth Advisors
California
$469K +$582K +22,894 +115%
PGAM
100
Princeton Global Asset Management
New Jersey
$467K +$49.8K +1,960 +12%