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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

IBDO was delisted on the 15th of December, 2023.

Name Holding Trade Value Shares
Change
Change in
Stake
Ameritas Advisory Services
226
Ameritas Advisory Services
Nebraska
$300K -$24.6K -984 -8%
PB
227
Pinnacle Bancorp
Nebraska
$291K – – –
Sequoia Financial Advisors
228
Sequoia Financial Advisors
Ohio
$288K +$287K +11,508 New
GDP
229
Great Diamond Partners
Maine
$285K -$19K -760 -6%
AM
230
Atwater Malick
Pennsylvania
$285K +$10K +402 +4%
CWS
231
Cypress Wealth Services
California
$281K – – –
EWM
232
Endowment Wealth Management
Wisconsin
$276K +$275K +11,016 New
1SB
233
1ST Source Bank
Indiana
$274K – – –
4FG
234
4Thought Financial Group
New York
$269K +$158K +6,343 +145%
RCA
235
Resonant Capital Advisors
Wisconsin
$268K – – –
HCM
236
Harvey Capital Management
Florida
$266K +$100 +4 +0%
FW
237
FirstPurpose Wealth
Utah
$262K +$261K +10,468 New
Deutsche Bank
238
Deutsche Bank
Germany
$262K – – –
Cetera Advisor Networks
239
Cetera Advisor Networks
California
$250K -$61.9K -2,478 -20%
CreativeOne Wealth
240
CreativeOne Wealth
Kansas
$250K – – –
Choate Investment Advisors
241
Choate Investment Advisors
Massachusetts
$242K – – –
OMIC
242
Old Mission Investment Co
Michigan
$242K – – –
LWM
243
Laidlaw Wealth Management
New York
$239K +$238K +9,550 New
RVPG
244
Relative Value Partners Group
$235K -$44.8K -1,795 -16%
TTWM
245
TCV Trust & Wealth Management
Virginia
$234K -$15.6K -625 -6%
Forvis Mazars Wealth Advisors
246
Forvis Mazars Wealth Advisors
Missouri
$228K – – –
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$224K – – –
HB Wealth Management
248
HB Wealth Management
Georgia
$222K – – –
JWCA
249
J.W. Cole Advisors
Florida
$221K -$339K -13,563 Closed
MC
250
Moors & Cabot
Massachusetts
$219K – – –