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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF

Delisted

IBMM was delisted on the 2nd of December, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Paulson Wealth Management
Illinois
$699K +$38.1K +1,443 +6%
PWS
27
Peloton Wealth Strategists
Indiana
$687K +$106K +4,000 +18%
EWM
28
Executive Wealth Management
Michigan
$653K +$157K +5,938 +32%
AWM
29
Altium Wealth Management
New York
$636K -$16.6K -628 -3%
AFP
30
Ausdal Financial Partners
Iowa
$591K +$233K +8,825 +66%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$553K +$3.96K +150 +0.7%
WI
32
WrapManager Inc
California
$531K -$35K -1,324 -6%
Stifel Financial
33
Stifel Financial
Missouri
$479K +$57.1K +2,164 +14%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$465K +$214K +8,109 +86%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$449K +$175K +6,629 +64%
Mariner
36
Mariner
Kansas
$432K +$44.9K +1,700 +12%
ADL
37
Asset Dedication LLC
California
$392K +$204K +7,730 +109%
BWM
38
BCS Wealth Management
Tennessee
$379K +$379K +14,351 New
SSB
39
Sandy Spring Bank
Maryland
$371K +$65.5K +2,480 +21%
AIP
40
Ameritas Investment Partners
Nebraska
$333K +$79 +3 +0%
HighTower Advisors
41
HighTower Advisors
Illinois
$321K +$320K +12,132 New
BOPW
42
Brandywine Oak Private Wealth
Pennsylvania
$317K +$317K +12,005 New
BCA
43
Bay Colony Advisors
Massachusetts
$286K -$160K -6,051 -36%
LIM
44
Leavell Investment Management
Alabama
$270K
APA
45
American Portfolios Advisors
New York
$267K +$76.6K +2,900 +40%
MAS
46
Managed Account Services
Florida
$249K
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$244K +$244K +9,244 New
LNC
48
Lincoln National Corp
Pennsylvania
$230K +$229K +8,687 New
SIC
49
Sigma Investment Counselors
Michigan
$209K +$208K +7,895 New
AG
50
Advisor Group
Arizona
$206K +$84.8K +3,211 +69%