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
PA
151
PSI Advisors
Florida
$995K +$832K +32,991 +521%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$977K -$1.88M -74,629 -66%
LNC
153
Lincoln National Corp
Pennsylvania
$961K +$958K +37,989 New
CA
154
CGN Advisors
Kansas
$959K +$238K +9,434 +33%
WANY
155
Wealthspire Advisors (New York)
New York
$941K -$6.3K -250 -0.7%
BC
156
Barrett & Company
Rhode Island
$913K +$2.8K +111 +0.3%
BSAM
157
Blue Square Asset Management
New York
$910K – – –
FNB
158
Farmers National Bank
Kentucky
$863K +$18.1K +717 +2%
CIAS
159
CFS Investment Advisory Services
New Jersey
$858K -$65.8K -2,611 -7%
CWA
160
Consilio Wealth Advisors
Washington
$856K +$7.34K +291 +0.9%
FWMM
161
Foundation Wealth Management (Missouri)
Missouri
$839K – – –
SFO
162
Stokes Family Office
Louisiana
$835K – – –
FWM
163
Fairhaven Wealth Management
Illinois
$834K +$831K +32,971 New
ANTB
164
AMG National Trust Bank
Colorado
$829K +$550K +21,820 +199%
SAG
165
SageView Advisory Group
California
$826K -$2.4K -95 -0.3%
SS
166
Simplicity Solutions
Minnesota
$813K +$466K +18,494 +136%
TC
167
Trust Company
Kansas
$806K -$110K -4,354 -12%
B
168
Bellecapital
Switzerland
$796K -$942K -37,351 -54%
RBC
169
Roble Belko & Company
Pennsylvania
$790K +$60K +2,382 +8%
MA
170
MONECO Advisors
Connecticut
$779K -$3.3K -131 -0.4%
SWM
171
Segment Wealth Management
Texas
$766K -$14.9K -590 -2%
Cerity Partners
172
Cerity Partners
New York
$764K – – –
SI
173
Stephens Inc
Arkansas
$755K – – –
William Blair & Company
174
William Blair & Company
Illinois
$753K – – –
BAM
175
Belpointe Asset Management
Nevada
$752K -$131K -5,209 -15%