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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
– -$7.32M -288,724 Closed
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$7.31M -288,129 Closed
GRP
53
Global Retirement Partners
California
– -$7.26M -287,195 Closed
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
– -$6.94M -273,525 Closed
FBB
55
Fulton Breakefield Broenniman
Maryland
– -$6.6M -260,403 Closed
RWP
56
Reliant Wealth Planning
Kentucky
– -$6.36M -250,626 Closed
HA
57
Hamel Associates
New Jersey
– -$6.32M -249,213 Closed
HFRG
58
Houlihan Financial Resource Group
Virginia
– -$6.22M -245,032 Closed
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
– -$6.13M -241,731 Closed
PAG
60
Private Advisor Group
New Jersey
– -$6.06M -238,955 Closed
AWM
61
AE Wealth Management
Kansas
– -$6M -236,765 Closed
SCG
62
Sonata Capital Group
Washington
– -$6M -236,677 Closed
WP
63
WealthSource Partners
California
– -$5.93M -233,740 Closed
PPWM
64
PFG Private Wealth Management
Florida
– -$5.91M -233,076 Closed
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
– -$5.84M -230,230 Closed
MAS
66
Madden Advisory Services
Florida
– -$5.63M -222,050 Closed
Baird Financial Group
67
Baird Financial Group
Wisconsin
– -$5.58M -220,142 Closed
KAS
68
Kestra Advisory Services
Texas
– -$5.36M -211,170 Closed
SC
69
Savant Capital
Illinois
– -$5.18M -204,282 Closed
Bank of New York Mellon
70
Bank of New York Mellon
New York
– -$4.54M -179,202 Closed
HH
71
Hilltop Holdings
Texas
– -$4.18M -164,737 Closed
PWM
72
Praetorian Wealth Management
California
– -$3.71M -146,227 Closed
AF
73
Allworth Financial
California
– -$3.64M -143,544 Closed
KNW
74
Kesler Norman & Wride
Utah
– -$3.63M -143,177 Closed
PWS
75
Peloton Wealth Strategists
Indiana
– -$3.59M -141,700 Closed
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