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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
MWM
76
Modern Wealth Management
Kansas
$650K +$108K +4,140 +20%
GHA
77
Granite Harbor Advisors
Texas
$645K +$123K +4,713 +24%
TA
78
TPG Advisors
Illinois
$644K
SIC
79
Sigma Investment Counselors
Michigan
$624K
HCM
80
Howland Capital Management
Massachusetts
$606K -$3.91K -150 -0.6%
Corient Private Wealth
81
Corient Private Wealth
Florida
$567K -$95.5K -3,663 -14%
LF
82
Lantz Financial
Illinois
$536K +$1.2K +46 +0.2%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$529K -$10.3K -396 -2%
PPWM
84
PFG Private Wealth Management
Florida
$526K +$6.59K +253 +1%
CFS
85
Commonwealth Financial Services
West Virginia
$517K -$21.7K -833 -4%
APP
86
Avantax Planning Partners
Iowa
$515K -$117K -4,504 -19%
PWS
87
Peloton Wealth Strategists
Indiana
$514K
EWS
88
Evergreen Wealth Solutions
Pennsylvania
$512K -$65.6K -2,517 -11%
Creative Planning
89
Creative Planning
Kansas
$512K -$265K -10,160 -34%
SWM
90
Segment Wealth Management
Texas
$510K -$209K -8,000 -29%
SCA
91
Stonebridge Capital Advisors
Minnesota
$503K -$175K -6,700 -26%
WIC
92
Woodmont Investment Counsel
Tennessee
$483K -$413K -15,850 -46%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$472K -$52.1K -2,000 -10%
PGAM
94
Princeton Global Asset Management
New Jersey
$467K
GSIAS
95
Garden State Investment Advisory Services
New Jersey
$451K -$379K -14,550 -46%
RJT
96
Raymond James Trust
Florida
$450K -$4.69K -180 -1%
HS
97
Horan Securities
United States
$439K
GAM
98
Gould Asset Management
California
$436K
AF
99
Allworth Financial
California
$425K
DWA
100
Delta Wealth Advisors
Indiana
$420K