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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
Wells Fargo
1
Wells Fargo
California
$17.1M -$185K -7,090 -1%
US Bancorp
2
US Bancorp
Minnesota
$16.4M +$1.23M +47,113 +8%
Bank of America
3
Bank of America
North Carolina
$16.4M +$1.47M +56,324 +10%
Morgan Stanley
4
Morgan Stanley
New York
$14.4M +$345K +13,207 +2%
LIM
5
Leavell Investment Management
Alabama
$9.44M
HighTower Advisors
6
HighTower Advisors
Illinois
$8.4M -$4.49M -171,827 -35%
UBS Group
7
UBS Group
Switzerland
$7.61M -$450K -17,237 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.49M +$625K +23,929 +9%
WSTAM
9
Wilbanks Smith & Thomas Asset Management
Virginia
$7.18M +$581K +22,236 +9%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$6.26M +$598K +22,888 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.17M +$475K +18,187 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.12M +$1.01M +38,615 +24%
GA
13
Gateway Advisory
New Jersey
$4.87M -$44.8K -1,715 -0.9%
Mariner
14
Mariner
Kansas
$4.83M -$131K -5,007 -3%
PWM
15
Praetorian Wealth Management
California
$4.42M +$639K +24,458 +17%
UCFA
16
United Capital Financial Advisors
Texas
$4.27M -$93.7K -3,586 -2%
LPL Financial
17
LPL Financial
California
$4.17M +$170K +6,496 +4%
CIM
18
Confluence Investment Management
Missouri
$4.02M +$150K +5,728 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.6M +$288K +11,034 +9%
ANTB
20
AMG National Trust Bank
Colorado
$3.05M -$60.4K -2,310 -2%
PAG
21
Private Advisor Group
New Jersey
$2.98M -$51.3K -1,964 -2%
Ameriprise
22
Ameriprise
Minnesota
$2.96M -$87.1K -3,334 -3%
SCA
23
Stonebridge Capital Advisors
Minnesota
$2.87M +$115K +4,398 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.83M -$43.9K -1,679 -2%
RFC
25
Regions Financial Corp
Alabama
$2.77M +$465K +17,787 +20%