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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
SFA
201
Source Financial Advisors
New York
$558K +$4.54K +180 +0.8%
WFA
202
Wells Financial Advisors
Massachusetts
$553K -$101K -3,999 -15%
PHIC
203
Pine Haven Investment Counsel
Massachusetts
$548K +$5.04K +200 +0.9%
KWA
204
KCS Wealth Advisory
California
$545K -$402K -15,954 -43%
TFS
205
Thoroughbred Financial Services
Tennessee
$545K -$42.1K -1,670 -7%
IF
206
Ironwood Financial
Arizona
$539K -$143K -5,669 -21%
FCM
207
Fortis Capital Management
Washington
$526K +$213K +8,447 +68%
NB
208
Northwest Bancshares
Pennsylvania
$525K -$605 -24 -0.1%
E
209
ETFidea
New York
$520K – – –
4FG
210
4Thought Financial Group
New York
$519K +$12.3K +488 +2%
LSA
211
L & S Advisors
California
$518K +$207K +8,213 +67%
MC
212
Middleton & Co
Massachusetts
$516K – – –
AWM
213
Alterna Wealth Management
Texas
$509K – – –
GLR
214
Great Lakes Retirement
Ohio
$490K -$33.9K -1,346 -6%
SL
215
Sentinus LLC
Illinois
$466K +$229K +9,104 +97%
EH
216
Equitable Holdings
New York
$464K -$30.5K -1,210 -6%
DWT
217
Dorsey & Whitney Trust
South Dakota
$455K -$101K -4,000 -18%
CCM
218
Crew Capital Management
Ohio
$453K +$452K +17,928 New
FNBOSM
219
First National Bank of South Miami
Florida
$446K -$47.1K -1,869 -10%
DWM
220
Dakota Wealth Management
Florida
$437K – – –
AC
221
AlphaCore Capital
California
$435K – – –
CGFA
222
Colton Groome Financial Advisors
North Carolina
$435K – – –
BL
223
Balentine LLC
Georgia
$431K -$1.5M -59,687 -78%
CWM
224
Curi Wealth Management
North Carolina
$428K +$426K +16,911 New
ASN
225
Advisory Services Network
Georgia
$427K +$64.4K +2,555 +18%
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9
10 11