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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
Bank of America
1
Bank of America
North Carolina
$22.2M +$1.53M +59,763 +7%
Wells Fargo
2
Wells Fargo
California
$19.5M +$336K +13,090 +2%
US Bancorp
3
US Bancorp
Minnesota
$15.7M -$697K -27,134 -4%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$3.06M -119,247 -19%
HighTower Advisors
5
HighTower Advisors
Illinois
$9.97M +$6.51M +253,598 +184%
LIM
6
Leavell Investment Management
Alabama
$9.86M -$266K -10,350 -3%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$9.58M +$1.53M +59,757 +19%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.53M +$582K +22,643 +7%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$8.22M +$532K +20,701 +7%
GA
10
Gateway Advisory
New Jersey
$8.1M -$295K -11,501 -3%
UBS Group
11
UBS Group
Switzerland
$6.45M -$611K -23,780 -9%
LPL Financial
12
LPL Financial
California
$6.3M +$1.24M +48,289 +24%
Mariner
13
Mariner
Kansas
$5.3M +$182K +7,081 +4%
PWM
14
Praetorian Wealth Management
California
$5.18M +$554K +21,561 +12%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.07M -$149K -5,800 -3%
Ameriprise
16
Ameriprise
Minnesota
$4.7M +$1.58M +61,404 +50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.25M +$2.03M +79,192 +90%
CIM
18
Confluence Investment Management
Missouri
$4.12M -$32.9K -1,282 -0.8%
Truist Financial
19
Truist Financial
North Carolina
$4.12M +$601K +23,414 +17%
UCFA
20
United Capital Financial Advisors
Texas
$4.06M -$189K -7,369 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.82M +$178K +6,926 +5%
RFC
22
Regions Financial Corp
Alabama
$3.79M -$245K -9,540 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.69M +$64.2K +2,501 +12%
LPT
24
Legacy Private Trust
Wisconsin
$3.52M +$774K +30,133 +28%
Stifel Financial
25
Stifel Financial
Missouri
$3.52M +$2.02M +78,660 +132%