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IBDM

iShares iBonds Dec 2021 Term Corporate ETF
IBDM

Delisted

IBDM was delisted on the 15th of December, 2021.

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Name Holding Trade Value Shares
Change 		Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$795K +$789K +31,900 New
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$582K – – –
Bank of America
3
Bank of America
North Carolina
– -$133M -5,380,621 Closed
ACA
4
Aptus Capital Advisors
Alabama
– -$61.9M -2,505,011 Closed
Morgan Stanley
5
Morgan Stanley
New York
– -$49.8M -2,015,044 Closed
US Bancorp
6
US Bancorp
Minnesota
– -$39M -1,578,685 Closed
Truist Financial
7
Truist Financial
North Carolina
– -$27.6M -1,117,419 Closed
HighTower Advisors
8
HighTower Advisors
Illinois
– -$26.8M -1,083,299 Closed
LPL Financial
9
LPL Financial
California
– -$25.2M -1,018,745 Closed
RJFSA
10
Raymond James Financial Services Advisors
Florida
– -$22.7M -919,726 Closed
Wells Fargo
11
Wells Fargo
California
– -$21.6M -872,620 Closed
CIM
12
Corda Investment Management
Texas
– -$20.7M -837,294 Closed
UBS Group
13
UBS Group
Switzerland
– -$19.7M -796,489 Closed
Ameriprise
14
Ameriprise
Minnesota
– -$18.2M -733,546 Closed
PSIWM
15
Paradigm Strategies in Wealth Management
Minnesota
– -$16.5M -665,413 Closed
RW
16
RVW Wealth
California
– -$16M -652,356 Closed
SIC
17
Sigma Investment Counselors
Michigan
– -$15.8M -639,242 Closed
MCM
18
MV Capital Management
Maryland
– -$13.6M -551,193 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$10.7M -433,122 Closed
CTC
20
Central Trust Company
Missouri
– -$10.3M -414,910 Closed
VVP
21
Venture Visionary Partners
Ohio
– -$10.1M -407,450 Closed
MFG
22
Merit Financial Group
Georgia
– -$9.79M -395,670 Closed
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
– -$9.71M -392,808 Closed
OWP
24
Obermeyer Wealth Partners
Colorado
– -$9.33M -377,454 Closed
RJA
25
Raymond James & Associates
Florida
– -$8.88M -359,271 Closed
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