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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
IBMR
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
1
NewEdge Advisors
New Orleans,
Louisiana
| $7.85M | +$8.81M | +358,586 | New |
|
|
KA
2
Klingman & Associates
New York
| $522K | +$537K | +21,856 | New |
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $477K | – | – | – |
|
|
CIM
4
Confluence Investment Management
St. Louis,
Missouri
| $308K | +$317K | +12,887 | New |
|
|
PA
5
Parallel Advisors
San Francisco,
California
| $239K | +$246K | +10,000 | New |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $121K | +$75.2K | +3,061 | +153% |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $116K | +$44.7K | +1,820 | +60% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $36.9K | +$19.8K | +808 | +110% |
|
9
Wells Fargo
San Francisco,
California
| $23.9K | +$12.3K | +500 | +100% |
|
|
AA
10
Addison Advisors
Middlebury,
Vermont
| $4.89K | +$5.04K | +205 | New |
|
11
BlackRock
New York
| $1.48K | -$246K | -10,000 | -99% |
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$662K | -26,673 | Closed |
|