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
Bank of America
1
Bank of America
North Carolina
$165M +$19.3M +769,925 +13%
UBS Group
2
UBS Group
Switzerland
$107M +$31M +1,237,457 +41%
Morgan Stanley
3
Morgan Stanley
New York
$85.2M -$8.34M -332,848 -9%
Wells Fargo
4
Wells Fargo
California
$63M +$26.4M +1,052,105 +71%
US Bancorp
5
US Bancorp
Minnesota
$47.9M +$175K +7,000 +0.4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$38.4M +$494K +19,696 +1%
NA
7
NewEdge Advisors
Louisiana
$37.6M +$22.5M +895,967 +147%
LPL Financial
8
LPL Financial
California
$37.3M +$463K +18,483 +1%
SIC
9
Sigma Investment Counselors
Michigan
$26.6M +$271K +10,831 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.3M -$301K -12,012 -1%
Jane Street
11
Jane Street
New York
$22.4M +$18.2M +728,284 +434%
RW
12
RVW Wealth
California
$21.1M -$996K -39,738 -4%
CIM
13
Corda Investment Management
Texas
$20.5M -$20.3K -811 -0.1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$20M +$7.51M +299,536 +59%
GT
15
Glenview Trust
Kentucky
$19.7M +$16.1M +642,864 +434%
HighTower Advisors
16
HighTower Advisors
Illinois
$19.5M -$18.2M -727,485 Closed
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.9M +$4.83M +192,622 +34%
SWP
18
Stratos Wealth Partners
Ohio
$18.1M – – –
Ameriprise
19
Ameriprise
Minnesota
$17.9M -$1.64M -65,343 -8%
SL
20
Summitry LLC
California
$17.8M +$17.9M +714,378 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$16.1M +$4.57M +182,275 +39%
CTC
22
Central Trust Company
Missouri
$15.8M +$2.16M +86,269 +16%
CIA
23
Capital Investment Advisors
Georgia
$15.4M +$19.3K +771 +0.1%
PSIWM
24
Paradigm Strategies in Wealth Management
Minnesota
$14.3M +$93.6K +3,736 +0.7%
LIM
25
Leavell Investment Management
Alabama
$13.7M +$1.68M +66,902 +14%
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