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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
SCG
51
Sonata Capital Group
Washington
$6.15M
EWA
52
EP Wealth Advisors
California
$6.1M -$143K -5,717 -2%
LWM
53
Lyell Wealth Management
California
$5.97M +$421K +16,797 +8%
DE
54
Day & Ennis
Georgia
$5.76M +$118K +4,706 +2%
MWM
55
MinichMacGregor Wealth Management
New York
$5.51M +$226K +9,019 +4%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$5.06M +$85.7K +3,419 +2%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$4.91M +$4.07M +162,374 +471%
SSB
58
Sandy Spring Bank
Maryland
$4.91M -$1.14M -45,525 -19%
HFRG
59
Houlihan Financial Resource Group
Virginia
$4.71M +$4.72M +188,376 New
HA
60
Hamel Associates
New Jersey
$4.58M +$4.6M +183,737 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$4.38M +$2.4M +95,791 +120%
SWMG
62
Signature Wealth Management Group
Georgia
$4.31M +$514K +20,500 +13%
UCFA
63
United Capital Financial Advisors
Texas
$4.3M -$2.03K -81 -0%
PWM
64
Praetorian Wealth Management
California
$4.29M +$11.4K +453 +0.3%
AF
65
Allworth Financial
California
$4.16M +$53.4K +2,132 +1%
MAS
66
Madden Advisory Services
Florida
$4.12M +$147K +5,867 +4%
PWS
67
Peloton Wealth Strategists
Indiana
$4.01M
KNW
68
Kesler Norman & Wride
Utah
$4M +$127K +5,082 +3%
CWM
69
Centric Wealth Management
Illinois
$4M +$4.02M +160,386 New
HPC
70
HM Payson & Co
Maine
$3.95M +$1M +40,000 +34%
HCA
71
Heck Capital Advisors
Wisconsin
$3.81M -$212K -8,464 -5%
SCA
72
Snowden Capital Advisors
New York
$3.38M +$70.9K +2,829 +2%
DSA
73
Droms Strauss Advisors
Missouri
$3.29M +$2.34M +93,334 +242%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.15M +$112K +4,480 +4%
KF
75
Krilogy Financial
Missouri
$3.04M +$44.4K +1,773 +1%