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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
WFA
101
Wells Financial Advisors
Massachusetts
$1.03M
NG
102
Northstar Group
New York
$1.02M
CA
103
Cetera Advisors
Colorado
$954K +$10.3K +394 +1%
BWM
104
BerganKDV Wealth Management
Minnesota
$937K +$177K +6,800 +23%
CSPAM
105
Cary Street Partners Asset Management
Virginia
$904K +$39.6K +1,524 +5%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$877K +$115K +4,405 +15%
FPS
107
Fieldpoint Private Securities
Connecticut
$874K
PCG
108
Private Capital Group
Connecticut
$845K
BPA
109
Beacon Pointe Advisors
California
$798K -$162K -6,208 -17%
FNBOSM
110
First National Bank of South Miami
Florida
$787K
SI
111
Stephens Inc
Arkansas
$776K
William Blair & Company
112
William Blair & Company
Illinois
$770K
BAM
113
Belpointe Asset Management
Nevada
$754K +$202K +7,750 +36%
LHC
114
Little House Capital
Massachusetts
$747K -$21.8K -838 -3%
MGIA
115
Matthew Goff Investment Advisor
Texas
$735K -$4.31M -165,718 -85%
KCA
116
Karn Couzens & Associates
Connecticut
$723K +$481K +18,500 +199%
VCM
117
Vivaldi Capital Management
Illinois
$702K
MA
118
MONECO Advisors
Connecticut
$669K -$10.1K -388 -1%
RFC
119
Regions Financial Corp
Alabama
$666K +$173K +6,632 +35%
ST
120
Spinnaker Trust
Maine
$604K +$203K +7,786 +50%
MIH
121
Meitav Investment House
Israel
$598K -$10.8K -416 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$581K -$61.9K -2,379 -10%
CHAM
123
Clear Harbor Asset Management
Connecticut
$575K +$107K +4,125 +23%
CIA
124
Covington Investment Advisors
Pennsylvania
$554K +$7.8K +300 +1%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$521K