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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

IBDO was delisted on the 15th of December, 2023.

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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$15K – – –
OIA
202
Optimum Investment Advisors
Illinois
$12K – – –
SB
203
Strategic Blueprint
Georgia
$9K +$9.45K +362 New
CYG
204
Clean Yield Group
Vermont
$4K +$4.44K +170 New
LWP
205
Lumature Wealth Partners
Georgia
$3K +$2.58K +99 New
BU
206
BBVA USA
Alabama
$3K +$2.61K +100 New
GWM
207
Geneos Wealth Management
Colorado
$2K -$79K -3,028 -97%
DAC
208
Dividend Assets Capital
South Carolina
$1K +$887 +34 New
GGI
209
Godsey & Gibb Inc
Virginia
– -$2.59M -99,095 Closed
BWA
210
Beam Wealth Advisors
Louisiana
– -$1.01M -38,777 Closed
CIM
211
Confluence Investment Management
Missouri
– -$852K -32,583 Closed
KF
212
Krilogy Financial
Missouri
– -$682K -26,109 Closed
HCM
213
Harvey Capital Management
Florida
– -$358K -13,716 Closed
FNB
214
Farmers National Bank
Kentucky
– -$316K -12,099 Closed
EWM
215
Echo Wealth Management
Minnesota
– -$214K -8,201 Closed
SFS
216
Sowell Financial Services
Arkansas
– -$120K -4,588 Closed
VFA
217
Valeo Financial Advisors
Indiana
– -$102K -3,888 Closed
RG
218
Retirement Group
California
– -$77K -2,955 Closed
TWA
219
TCI Wealth Advisors
Arizona
– -$52K -2,000 Closed
KPCM
220
Kings Point Capital Management
New York
– -$49K -1,889 Closed
MWM
221
Mascoma Wealth Management
New Hampshire
– -$46K -1,753 Closed
MWP
222
Meridian Wealth Partners
Pennsylvania
– -$15K -585 Closed
MFT
223
Moisand Fitzgerald Tamayo
Florida
– -$1K -43 Closed
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