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
Bank of America
1
Bank of America
North Carolina
$71.7M +$1.63M +63,292 +2%
Morgan Stanley
2
Morgan Stanley
New York
$59.7M +$4.71M +182,664 +9%
ACA
3
Aptus Capital Advisors
Alabama
$49.4M +$17.6M +683,236 +57%
UBS Group
4
UBS Group
Switzerland
$39.6M -$4.46M -172,868 -10%
Wells Fargo
5
Wells Fargo
California
$39.2M +$10.6M +409,722 +38%
CAI
6
Capital Advisors Inc
Oklahoma
$37.7M +$1.55M +60,285 +4%
CIA
7
Capital Investment Advisors
Georgia
$21.9M +$2.83M +109,676 +15%
FFIC
8
First Fiduciary Investment Counsel
Ohio
$21.4M +$133K +5,155 +7%
RW
9
RVW Wealth
California
$21.3M +$1.45M +56,171 +7%
LPL Financial
10
LPL Financial
California
$21.3M +$674K +26,149 +3%
US Bancorp
11
US Bancorp
Minnesota
$21.1M +$4.96M +192,491 +32%
CIM
12
Corda Investment Management
Texas
$18.8M +$1.02M +39,625 +6%
MCM
13
MV Capital Management
Maryland
$15.9M -$187K -7,240 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$14.2M +$2.2M +85,480 +19%
AWM
15
Argent Wealth Management
Massachusetts
$14.1M +$5.59M +216,622 +67%
SIC
16
Sigma Investment Counselors
Michigan
$14.1M +$1.23M +47,742 +10%
TCOK
17
Trust Company of Kansas
Kansas
$13.1M -$176K -6,836 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.9M +$3.89M +150,798 +50%
HighTower Advisors
19
HighTower Advisors
Illinois
$11.8M -$11.4M -441,410 Closed
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$10.4M +$10.2M +396,097 New
TF
21
TLWM Financial
Texas
$9.94M – – –
SWP
22
Stratos Wealth Partners
Ohio
$9.66M – – –
CTC
23
Central Trust Company
Missouri
$9.28M +$1.55M +60,018 +20%
RJA
24
Raymond James & Associates
Florida
$8.94M +$260K +10,067 +3%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$8.55M +$494K +19,149 +6%