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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
HighTower Advisors
1
HighTower Advisors
Illinois
$6.03M +$1.02M +40,998 +20%
Bank of America
2
Bank of America
North Carolina
$5.65M +$405K +16,287 +8%
Morgan Stanley
3
Morgan Stanley
New York
$4.44M +$1.07M +42,905 +32%
Wells Fargo
4
Wells Fargo
California
$3.1M +$1.16M +46,790 +60%
UBS Group
5
UBS Group
Switzerland
$3M +$1.27M +50,933 +73%
US Bancorp
6
US Bancorp
Minnesota
$2.62M +$713K +28,690 +38%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.25M -$282K -11,327 -11%
ADL
8
Asset Dedication LLC
California
$2.04M +$32.7K +1,317 +2%
CIM
9
Confluence Investment Management
Missouri
$1.69M -$22K -884 -1%
CTC
10
Central Trust Company
Missouri
$1.54M +$56.6K +2,275 +4%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.53M – – –
IA
12
IFG Advisory
Georgia
$1.47M +$1.49M +59,938 New
BA
13
Boston Advisors
Massachusetts
$1.08M +$37.7K +1,515 +4%
REMPR
14
Roof Eidam Maycock Peralta (REMP)
California
$1.02M +$29.8K +1,200 +3%
LNC
15
Lincoln National Corp
Pennsylvania
$923K -$25 -1 -0%
FPS
16
Fieldpoint Private Securities
Connecticut
$848K +$845K +34,000 New
APP
17
Avantax Planning Partners
Iowa
$832K +$243K +9,784 +42%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$803K +$800K +32,183 New
LPL Financial
19
LPL Financial
California
$780K +$419K +16,857 +117%
CIC
20
Carnegie Investment Counsel
Ohio
$776K +$165K +6,650 +27%
Jane Street
21
Jane Street
New York
$730K -$1.76M -70,853 -71%
RJA
22
Raymond James & Associates
Florida
$719K +$353K +14,210 +97%
LF
23
Lee Financial
Texas
$649K +$646K +25,994 New
AFP
24
Ausdal Financial Partners
Iowa
$606K +$249K +10,005 +70%
NA
25
NewEdge Advisors
Louisiana
$579K +$343K +13,806 +146%
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