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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
SWM
176
Segment Wealth Management
Texas
$343K – – –
D.A. Davidson & Co
177
D.A. Davidson & Co
Montana
$332K -$20.1K -800 -6%
Park Avenue Securities
178
Park Avenue Securities
New York
$323K -$59.8K -2,376 -16%
BCPWM
179
Bradley & Co Private Wealth Management
Florida
$323K -$51.2K -2,037 -14%
TFS
180
Thoroughbred Financial Services
Tennessee
$307K – – –
Cetera Advisor Networks
181
Cetera Advisor Networks
California
$304K -$4.83K -192 -2%
BBW
182
Blue Barn Wealth
Utah
$291K -$35.4K -1,406 -11%
Sequoia Financial Advisors
183
Sequoia Financial Advisors
Ohio
$287K – – –
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$286K – – –
PCG
185
Private Capital Group
Connecticut
$279K -$575K -22,857 -67%
1SB
186
1ST Source Bank
Indiana
$274K – – –
Kingsview Wealth Management
187
Kingsview Wealth Management
Oregon
$273K +$38.5K +1,532 +16%
RCA
188
Resonant Capital Advisors
Wisconsin
$268K – – –
HIA
189
Harbor Investment Advisory
Maryland
$268K +$221K +8,800 +465%
HCM
190
Harvey Capital Management
Florida
$266K -$7.47K -297 -3%
Deutsche Bank
191
Deutsche Bank
Germany
$262K +$263K +10,451 New
SMC
192
Smith, Moore & Co
Missouri
$255K +$1.01K +40 +0.4%
TTWM
193
TCV Trust & Wealth Management
Virginia
$255K +$8.8K +350 +4%
RBC
194
Roble Belko & Company
Pennsylvania
$248K – – –
Choate Investment Advisors
195
Choate Investment Advisors
Massachusetts
$243K +$244K +9,686 New
Capital Advisors Inc
196
Capital Advisors Inc
Oklahoma
$242K -$38.1M -1,512,843 -99%
LWM
197
Laidlaw Wealth Management
New York
$240K – – –
BHB
198
Bank Hapoalim BM
Israel
$239K – – –
MGIA
199
Matthew Goff Investment Advisor
Texas
$226K +$226K +8,995 New
Focus Partners Advisor Solutions
200
Focus Partners Advisor Solutions
Missouri
$217K +$10.2K +405 +5%