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IBHC

iShares iBonds 2023 Term High Yield and Income ETF
IBHC

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.82M +$460K +18,786 +7%
Wells Fargo
2
Wells Fargo
California
$6.56M +$369K +15,040 +6%
Morgan Stanley
3
Morgan Stanley
New York
$3.19M +$1.79M +73,186 +127%
LPL Financial
4
LPL Financial
California
$3.17M +$787K +32,102 +33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.52M +$904K +36,880 +56%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.45M +$2.46M +100,479 New
VNA
7
Valley National Advisers
Pennsylvania
$1.92M -$221 -9 -0%
PWS
8
Peloton Wealth Strategists
Indiana
$1.68M +$735K +30,000 +77%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.28M +$132K +5,375 +11%
NG
10
Northstar Group
New York
$1.05M +$156K +6,380 +17%
Bank of America
11
Bank of America
North Carolina
$1.01M -$11.3K -461 -1%
MAM
12
McLean Asset Management
Virginia
$912K +$408K +16,667 +80%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$825K +$41.6K +1,697 +5%
KFAA
14
Klaas Financial Asset Advisors
Illinois
$542K +$131K +5,340 +32%
AF
15
Arrow Financial
New York
$539K +$2.28K +93 +0.4%
B
16
Bellecapital
Switzerland
$519K – – –
CCA
17
Childress Capital Advisors
Texas
$473K +$60.9K +2,486 +15%
ADL
18
Asset Dedication LLC
California
$466K +$470K +19,179 New
LIM
19
Leavell Investment Management
Alabama
$439K +$440K +17,967 New
TCCM
20
Timber Creek Capital Management
Massachusetts
$428K -$20.9K -851 -5%
FTUS
21
Flow Traders U.S.
New York
$413K +$191K +7,784 +85%
Citadel Advisors
22
Citadel Advisors
Florida
$407K +$192K +7,851 +89%
HL
23
HeadInvest LLC
Maine
$402K +$41K +1,675 +11%
CGFA
24
Colton Groome Financial Advisors
North Carolina
$391K – – –
AWM
25
AE Wealth Management
Kansas
$380K -$1.17M -47,641 -75%
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