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IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
126
MONECO Advisors
Connecticut
$278K +$277K +10,727 New
SWM
127
Stockman Wealth Management
Montana
$268K – – –
KOMWMG
128
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$265K +10,277 New
NC
129
NovaPoint Capital
Georgia
$263K – – –
RA
130
Regis Acquisition
Colorado
$260K – – –
PA
131
Parallel Advisors
California
$259K – – –
WCM
132
WealthBridge Capital Management
Ohio
$253K -$21.5K -834 -8%
AF
133
Arrow Financial
New York
$237K -$22.1K -857 -9%
SWP
134
Summit Wealth Partners
Florida
$228K +$227K +8,807 New
ATC
135
Argent Trust Co
Tennessee
$226K – – –
PTC
136
Private Trust Company
Ohio
$226K -$7.2K -279 -3%
PAG
137
Private Advisor Group
New Jersey
$222K +$221K +8,557 New
CSPAM
138
Cary Street Partners Asset Management
Virginia
$217K +$10.1K +390 +5%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$217K +$10.1K +390 +5%
NWM
140
Northcape Wealth Management
New York
$215K -$107K -4,138 -33%
SP
141
Stablepoint Partners
Massachusetts
$206K +$205K +7,963 New
BONH
142
Bank of New Hampshire
New Hampshire
$202K – – –
ATPW
143
Ashton Thomas Private Wealth
Arizona
$202K +$201K +7,785 New
HIA
144
Harbor Investment Advisory
Maryland
$169K – – –
FRA
145
Front Row Advisors
California
$104K – – –
OP
146
ORG Partners
Indiana
$99.6K – – –
TWM
147
Tradition Wealth Management
Minnesota
$72K +$335 +13 +0.5%
PS
148
Principal Securities
Iowa
$69.2K +$68.9K +2,669 New
VAMG
149
Voisard Asset Management Group
Michigan
$44.5K +$44.2K +1,715 New
BEI
150
Benjamin Edwards Inc
Missouri
$38K -$19.2K -744 -34%
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