Ishares Ibonds Dec 2022

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Ishares Ibonds Dec 2022

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NewIncreasedMaintainedDecreasedLiquidated
110731
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com35,069Maintained0.009.99893,000.000.0025.46Form 13
Chesley Taft & Associates Llc03-31-2021Etf20,255Increased14.080.03515,000.0013.4425.43Form 13
Sowa Financial Group, Inc.03-31-2021Ibonds Dec22 Etf8,046Increased0.140.14205,000.000.0025.48Form 13
Trust Co03-31-2021Ibonds Dec22 Etf59,470Increased24.611.091,514,000.0024.1025.46Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Ibonds Dec22 Etf64,546Decreased-21.640.961,643,000.00-21.9825.45Form 13
Gateway Advisory, Llc03-31-2021Ibonds Dec22 Etf311,624Increased2.032.017,934,000.001.5925.46Form 13
Valeo Financial Advisors, Llc03-31-2021Etf2,995Increased6.580.0076,000.005.5625.38Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund34,653Increased5.840.22882,000.005.3825.45Form 13
Prosperity Planning, Inc.03-31-2021Ibonds Dec22 Etf1,964New!0.000.0450,000.000.0025.46Form 13
Bellecapital International Ltd.03-31-2021Ibonds Dec22 Etf96,507Maintained0.000.772,457,000.00-0.4525.46Form 13
Norway Savings Bank03-31-2021Ibonds Dec22 Etf11,555Maintained0.000.15294,000.00-0.3425.44Form 13
Country Club Trust Company, N.a.03-31-2021Ibonds Dec22 Etf9,650Maintained0.000.03246,000.000.0050.93Form 13
Buffington Mohr Mcneal03-31-2021Etf21,502Increased57.520.12547,000.0056.7325.44Form 13
Clear Harbor Asset Management, Llc03-31-2021Ibonds Dec22 Etf59,175Increased3.680.201,507,000.003.2925.47Form 13
Sound Income Strategies, Llc03-31-2021Ibonds Dec22 Etf97Maintained0.000.002,471,000.00123,450.0025,474.23Form 13
Bay Rivers Group03-31-2021Ibonds Dec22 Etf73,266Increased25.981.451,865,000.0025.4225.46Form 13
Praetorian Wealth Management, Inc.03-31-2021Etf106,067Decreased-9.360.952,700,000.00-9.7625.46Form 13
Centennial Wealth Advisory Llc03-31-2021Ibonds Dec22 Etf0Liquidated!-100.000.000.000.000.00Form 13
Optimum Investment Advisors03-31-2021Ibonds Dec22 Etf492Maintained0.000.0013,000.000.0026.42Form 13
Signature Wealth Management Group03-31-2021Ibonds Dec22 Etf128,775Decreased-0.981.933,279,000.00-1.3825.46Form 13
Leavell Investment Management, Inc.03-31-2021Ibonds Dec22 Etf315,036Increased6.220.658,021,000.005.7625.46Form 13
Next Financial Group, Inc03-31-2021Ibonds Dec22 Etf5,959Maintained0.000.01152,000.000.0025.51Form 13