We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.6M +$510K +18,926 +8%
CIM
2
Confluence Investment Management
Missouri
$5.52M +$145K +5,383 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.09M +$135K +5,021 +3%
US Bancorp
4
US Bancorp
Minnesota
$5.08M +$17.7K +658 +0.4%
Wells Fargo
5
Wells Fargo
California
$5.03M +$2.36M +87,488 +89%
PWM
6
Praetorian Wealth Management
California
$3.6M +$169K +6,278 +5%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$2.33M +$1M +37,255 +76%
Bank of America
8
Bank of America
North Carolina
$1.69M +$366K +13,574 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.45M +$548K +20,307 +61%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M – – –
UBS Group
11
UBS Group
Switzerland
$1.24M +$114K +4,211 +10%
PA
12
Prism Advisors
California
$1.21M – – –
CA
13
CGN Advisors
Kansas
$1.04M +$147K +5,441 +16%
AIP
14
Ameritas Investment Partners
Nebraska
$792K +$157K +5,822 +25%
RJA
15
Raymond James & Associates
Florida
$782K +$780K +28,924 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$777K – – –
F4L
17
Fortune 45 LLC
Louisiana
$739K +$737K +27,334 New
SSB
18
Sandy Spring Bank
Maryland
$736K +$186K +6,895 +34%
LPL Financial
19
LPL Financial
California
$673K +$196K +7,271 +41%
Creative Planning
20
Creative Planning
Kansas
$605K -$13.9K -515 -2%
VA
21
Valmark Advisers
Ohio
$562K +$561K +20,788 New
FTUS
22
Flow Traders U.S.
New York
$515K +$513K +19,031 New
PFM
23
Phillips Financial Management
Indiana
$443K +$88.2K +3,270 +25%
Stifel Financial
24
Stifel Financial
Missouri
$427K +$95.6K +3,545 +29%
RFC
25
Regions Financial Corp
Alabama
$374K +$6.01K +223 +2%
1
2