Security Name: ISHARESIBONDDEC2030MUNIBDETF
Ticker: IBMS
Security Type: OTHER
Exchange: US
CUSIP: 46438G687

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.00B - 3 -
2024-09-30 $0.01B +186.4% 12 +300.0%
2024-12-31 $0.01B +129.2% 23 +91.7%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
NESTEGG ADVISORS, INC. $1.9M 74K 1.9%
GC WEALTH MANAGEMENT RIA, LLC $0.7M 29K 0.1%
SIGNATURE WEALTH MANAGEMENT GROUP $0.3M 12K 0.1%
10ELMS LLP $0.1M 4K 0.1%
WRAPMANAGER INC $0.4M 14K 0.1%
COLDSTREAM CAPITAL MANAGEMENT INC $2.4M 93K 0.1%
SOUND VIEW WEALTH ADVISORS GROUP, LLC $0.5M 20K 0.0%
SANDY SPRING BANK $1.1M 43K 0.0%
ONEASCENT FINANCIAL SERVICES LLC $0.2M 9K 0.0%
VALMARK ADVISERS, INC. $0.5M 21K 0.0%
HIGHTOWER ADVISORS, LLC $0.8M 30K 0.0%
CETERA INVESTMENT ADVISERS $0.3M 11K 0.0%
BLACKROCK, INC. $0.0M 0K 0.0%
OSAIC HOLDINGS, INC. $0.2M 8K 0.0%
US BANCORP \DE\ $1.1M 45K 0.0%
ADDISON ADVISORS LLC $0.0M 0K 0.0%
KESTRA INVESTMENT MANAGEMENT, LLC $0.0M 0K 0.0%
PRINCIPAL SECURITIES, INC. $0.0M 0K 0.0%
PARALLEL ADVISORS, LLC $0.1M 2K 0.0%
ROYAL BANK OF CANADA $0.0M 1K 0.0%
ENVESTNET ASSET MANAGEMENT INC $1.9M 76K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $0.3M 11K 0.0%

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