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IBHC

iShares iBonds 2023 Term High Yield and Income ETF

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$830K -$260K -11,045 -24%
PFM
27
Phillips Financial Management
Indiana
$736K +$283 +12 +0%
CFG
28
Carr Financial Group
Massachusetts
$687K -$47.8K -2,027 -7%
EWM
29
Endowment Wealth Management
Wisconsin
$583K +$30.4K +1,287 +6%
SPWM
30
Straight Path Wealth Management
Michigan
$576K +$59.3K +2,513 +12%
SHFP
31
Second Half Financial Partners
Florida
$553K +$552K +23,415 New
WI
32
WrapManager Inc
California
$536K -$2.33K -99 -0.4%
LIA
33
LBMC Investment Advisors
Tennessee
$490K +$4.41K +187 +0.9%
WP
34
WealthSource Partners
California
$476K +$7.48K +317 +2%
LIM
35
Leavell Investment Management
Alabama
$442K -$63.7K -2,700 -13%
OMC
36
Old Mission Capital
Illinois
$430K +$429K +18,181 New
SCA
37
Snowden Capital Advisors
New York
$424K +$423K +17,936 New
SWM
38
Segment Wealth Management
Texas
$420K
LNC
39
Lincoln National Corp
Pennsylvania
$418K +$70.3K +2,982 +20%
IF
40
Ironwood Financial
Arizona
$398K -$73.6K -3,120 -16%
CGFA
41
Colton Groome Financial Advisors
North Carolina
$378K
QCIG
42
Quad-Cities Investment Group
Iowa
$346K +$401 +17 +0.1%
CA
43
Cetera Advisors
Colorado
$335K -$236K -10,023 -41%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$332K -$22.2K -940 -6%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$323K +$63K +2,671 +24%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$319K -$178K -7,555 -36%
MAWAG
47
Mid-American Wealth Advisory Group
Missouri
$269K +$269K +11,416 New
NA
48
NewEdge Advisors
Louisiana
$261K -$3.96K -168 -1%
Osaic Holdings
49
Osaic Holdings
Arizona
$260K -$117K -4,947 -31%
4WM
50
4J Wealth Management
Virginia
$256K -$8.26K -350 -3%