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IBML

iShares iBonds Dec 2023 Term Muni Bond ETF
IBML

Delisted

IBML was delisted on the 1st of December, 2023.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.63M +$1.89M +74,717 +108%
ADL
2
Asset Dedication LLC
California
$1.98M +$1.57M +62,067 +378%
Wells Fargo
3
Wells Fargo
California
$1.53M +$788K +31,079 +105%
LNC
4
Lincoln National Corp
Pennsylvania
$1.4M +$1.04M +41,050 +287%
VCM
5
Vigilant Capital Management
Maine
$1.38M +$1.31M +51,607 +1,685%
CIM
6
Confluence Investment Management
Missouri
$1.33M +$4.87K +192 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$1.16M +$822K +32,433 +239%
BA
8
Boston Advisors
Massachusetts
$1.08M +$50.2K +1,980 +5%
CTC
9
Central Trust Company
Missouri
$1.08M +$1.08M +42,700 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$988K +$993K +39,193 New
UBS Group
11
UBS Group
Switzerland
$830K +$577K +22,774 +224%
US Bancorp
12
US Bancorp
Minnesota
$809K +$654K +25,812 +413%
REMPR
13
Roof Eidam Maycock Peralta (REMP)
California
$721K +$522K +20,605 +258%
CIC
14
Carnegie Investment Counsel
Ohio
$628K +$69.7K +2,750 +12%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$520K -$80.3K -3,170 -13%
AFP
16
Ausdal Financial Partners
Iowa
$344K +$20.4K +804 +6%
AWM
17
Altium Wealth Management
New York
$313K +$314K +12,404 New
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$297K +$299K +11,778 New
SSWM
19
Sheets Smith Wealth Management
North Carolina
$227K +$228K +9,000 New
LFAS
20
Level Four Advisory Services
Texas
$224K +$226K +8,900 New
PAG
21
Private Advisor Group
New Jersey
$201K +$202K +7,951 New
JP Morgan Chase
22
JP Morgan Chase
New York
$188K +$1.27K +50 +0.7%
PWM
23
Paulson Wealth Management
Illinois
$170K +$171K +6,760 New
FAAS
24
First Allied Advisory Services
California
$88K +$88.7K +3,500 New
1IA
25
1834 Investment Advisors
Wisconsin
$76K +$76K +3,000 New
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