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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
QCM
101
Quest Capital Management
Texas
$450K -$105K -4,092 -19%
DP
102
Dearborn Partners
Illinois
$446K +$111K +4,346 +33%
IWC
103
Integrated Wealth Concepts
Massachusetts
$446K +$220K +8,626 +98%
APP
104
Avantax Planning Partners
Iowa
$434K +$2.86K +112 +0.7%
WAS
105
Wealth Advisory Solutions
Indiana
$432K +$432K +16,920 New
MML Investors Services
106
MML Investors Services
Massachusetts
$421K +$125K +4,906 +42%
W
107
WealthOne
New York
$420K +$409 +16 +0.1%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$398K
CWS
109
Cypress Wealth Services
California
$372K -$19.9K -780 -5%
DADC
110
D.A. Davidson & Co
Montana
$363K +$363K +14,190 New
BII
111
Bainco International Investors
Massachusetts
$361K +$51.1K +2,000 +17%
RJT
112
Raymond James Trust
Florida
$360K +$102K +4,006 +40%
SMC
113
Smith, Moore & Co
Missouri
$338K +$54.6K +2,138 +19%
KCM
114
Kathmere Capital Management
Pennsylvania
$335K +$335K +13,099 New
GI
115
Gradient Investments
Minnesota
$333K +$89.5K +3,501 +37%
PLFAM
116
Pineno Levin & Ford Asset Management
Virginia
$314K +$314K +12,290 New
BPWA
117
Beacon Pointe Wealth Advisors
California
$307K +$102K +3,981 +50%
TCCM
118
Timber Creek Capital Management
Massachusetts
$283K -$260K -10,160 -48%
WGCA
119
Wolf Group Capital Advisors
Virginia
$275K
RBC
120
Roble Belko & Company
Pennsylvania
$253K
PG
121
Patten Group
Tennessee
$251K +$251K +9,805 New
CAM
122
Claret Asset Management
Quebec, Canada
$250K +$250K +9,800 New
SWM
123
Segment Wealth Management
Texas
$248K
FCA
124
FinTrust Capital Advisors
South Carolina
$244K +$2.84K +111 +1%
CONA
125
Capital One National Association
New York
$234K +$234K +9,150 New