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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
$34.4M +$12.1M +475,394 +54%
Wells Fargo
2
Wells Fargo
California
$20.3M +$731K +28,753 +4%
US Bancorp
3
US Bancorp
Minnesota
$18.9M +$3.15M +123,776 +20%
NA
4
NewEdge Advisors
Louisiana
$16.2M +$15.4M +606,702 +2,142%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16M +$7.41M +291,487 +87%
Morgan Stanley
6
Morgan Stanley
New York
$15.7M +$2.89M +113,667 +23%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$15.1M +$6.87M +270,157 +84%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.4M +$2.36M +92,977 +24%
LIM
9
Leavell Investment Management
Alabama
$11M +$1.11M +43,792 +11%
RFC
10
Regions Financial Corp
Alabama
$10.4M +$6.57M +258,451 +174%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$9.93M +$286K +11,253 +3%
GA
12
Gateway Advisory
New Jersey
$7.9M -$209K -8,208 -3%
LPL Financial
13
LPL Financial
California
$6.8M +$488K +19,217 +8%
UBS Group
14
UBS Group
Switzerland
$6.33M -$124K -4,894 -2%
Truist Financial
15
Truist Financial
North Carolina
$5.89M +$1.76M +69,195 +43%
Mariner
16
Mariner
Kansas
$5.46M +$160K +6,306 +3%
PWM
17
Praetorian Wealth Management
California
$5.35M +$166K +6,527 +3%
Ameriprise
18
Ameriprise
Minnesota
$4.87M +$173K +6,825 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.59M -$484K -19,060 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.33M +$73.1K +2,876 +2%
LPT
21
Legacy Private Trust
Wisconsin
$4.31M +$777K +30,576 +22%
CIM
22
Confluence Investment Management
Missouri
$4.19M +$65.8K +2,590 +2%
SPF
23
Steven Patrick Farmer
$4.19M +$4.18M +164,295 New
PI
24
PFS Investments
Georgia
$4.11M +$4.1M +161,118 New
UCFA
25
United Capital Financial Advisors
Texas
$3.83M -$231K -9,076 -6%