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
RBC
126
Roble Belko & Company
Pennsylvania
$260K – – –
RJT
127
Raymond James Trust
Florida
$256K – – –
SWPG
128
Strategic Wealth Partners Group
Illinois
$244K – – –
HCM
129
Harvey Capital Management
Florida
$241K +$237K +9,208 New
IA
130
IFG Advisory
Georgia
$240K +$237K +9,175 New
SPIA
131
Steward Partners Investment Advisory
New York
$234K – – –
WAS
132
Wealth Advisory Solutions
Indiana
$215K -$157K -6,096 -43%
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$212K -$94.9K -3,679 -31%
EIA
134
Eldridge Investment Advisors
New Hampshire
$206K -$16.5K -640 -8%
CBFP
135
Cedar Brook Financial Partners
Ohio
$203K +$199K +7,720 New
RCA
136
Resonant Capital Advisors
Wisconsin
$202K -$626K -24,286 -76%
SFG
137
Sowa Financial Group
Rhode Island
$200K – – –
CAN
138
Cetera Advisor Networks
California
$200K +$196K +7,615 New
AC
139
AlphaCore Capital
California
$158K +$1.08K +42 +0.7%
BEI
140
Benjamin Edwards Inc
Missouri
$148K +$19.8K +766 +16%
PB
141
Pinnacle Bancorp
Nebraska
$92K +$40.2K +1,558 +80%
KOCAA
142
Knights of Columbus Asset Advisors
Connecticut
$84K – – –
PA
143
Parallel Advisors
California
$69K – – –
FHA
144
Flagship Harbor Advisors
Massachusetts
$62K – – –
CFGS
145
Concourse Financial Group Securities
Alabama
$52K – – –
SNT
146
Security National Trust
West Virginia
$52K – – –
TWA
147
TCI Wealth Advisors
Arizona
$52K – – –
TCM
148
TD Capital Management
Tennessee
$52K +$361 +14 +0.7%
IA
149
IFP Advisors
Florida
$36K – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$27K – – –