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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
Corient Private Wealth
76
Corient Private Wealth
Florida
$696K
VNB
77
Virginia National Bank
Virginia
$696K
TF
78
TLWM Financial
Texas
$682K
SWP
79
Stratos Wealth Partners
Ohio
$678K +$677K +26,581 New
CFG
80
Carr Financial Group
Massachusetts
$654K -$153K -6,000 -19%
GHA
81
Granite Harbor Advisors
Texas
$637K -$3.42K -134 -0.5%
SSB
82
Sandy Spring Bank
Maryland
$633K -$184K -7,231 -23%
CIC
83
Carnegie Investment Counsel
Ohio
$615K -$68.8K -2,700 -10%
CAN
84
Cetera Advisor Networks
California
$614K -$76.9K -3,016 -11%
RCA
85
Resonant Capital Advisors
Wisconsin
$611K -$4.98M -195,445 -89%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$606K -$459K -18,000 -43%
BAM
87
Belpointe Asset Management
Nevada
$543K +$11.5K +450 +2%
AF
88
Allworth Financial
California
$536K
LNC
89
Lincoln National Corp
Pennsylvania
$514K +$1.68K +66 +0.3%
PGAM
90
Princeton Global Asset Management
New Jersey
$468K
KPWS
91
Kestra Private Wealth Services
Texas
$467K +$126K +4,938 +37%
PWS
92
Peloton Wealth Strategists
Indiana
$465K
ASN
93
Advisory Services Network
Georgia
$441K -$22.2K -871 -5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$438K +$71.1K +2,790 +19%
TSS
95
Two Sigma Securities
New York
$421K +$420K +16,484 New
JAG
96
Journey Advisory Group
Kentucky
$410K -$127K -5,000 -24%
CCA
97
Cora Capital Advisors
New Jersey
$408K
FAFN
98
First Affirmative Financial Network
Colorado
$406K -$11.2K -441 -3%
EWA
99
EP Wealth Advisors
California
$397K -$696K -27,316 -64%
Northern Trust
100
Northern Trust
Illinois
$386K +$385K +15,125 New