Ishares Ibonds Dec 2023 Term Corporate Etf

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Ishares Ibonds Dec 2023 Term Corporate Etf

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NewIncreasedMaintainedDecreasedLiquidated
313232
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Confluence Investment Management Llc03-31-2021Com32,583Decreased-8.129.99852,000.00-8.5826.15Form 13
Chesley Taft & Associates Llc03-31-2021Etf10,625Increased18.720.02277,000.0017.8726.07Form 13
Sowa Financial Group, Inc.03-31-2021Ibonds Dec23 Etf0Liquidated!-100.000.000.000.000.00Form 13
Echo Wealth Management, Llc03-31-2021Ibonds Dec23 Etf8,201New!0.000.27214,000.000.0026.09Form 13
Trust Co03-31-2021Ibonds Dec23 Etf57,145Increased54.181.081,494,000.0053.3926.14Form 13
Murphy, Middleton, Hinkle & Parker, Inc.03-31-2021Ibonds Dec23 Etf105,665Decreased-7.141.612,762,000.00-7.5926.14Form 13
Gateway Advisory, Llc03-31-2021Ibonds Dec23 Etf308,141Increased1.842.048,055,000.001.3326.14Form 13
Valeo Financial Advisors, Llc03-31-2021Etf3,888Increased6.030.00102,000.006.2526.23Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund42,166Increased54.330.271,102,000.0053.4826.13Form 13
Prosperity Planning, Inc.03-31-2021Ibonds Dec23 Etf1,915New!0.000.0450,000.000.0026.11Form 13
Bellecapital International Ltd.03-31-2021Ibonds Dec23 Etf107,405Increased71.690.882,808,000.0070.9126.14Form 13
Norway Savings Bank03-31-2021Ibonds Dec23 Etf17,825Increased0.560.24466,000.000.2250.16Form 13
Buffington Mohr Mcneal03-31-2021Etf23,511Increased77.840.13615,000.0077.2326.16Form 13
Clear Harbor Asset Management, Llc03-31-2021Ibonds Dec23 Etf15,875Increased76.390.05415,000.0075.8526.14Form 13
Bay Rivers Group03-31-2021Ibonds Dec23 Etf66,895Increased22.581.361,749,000.0021.9726.15Form 13
Praetorian Wealth Management, Inc.03-31-2021Etf134,932Increased8.261.243,527,000.007.7326.14Form 13
Centennial Wealth Advisory Llc03-31-2021Ibonds Dec23 Etf0Liquidated!-100.000.000.000.000.00Form 13
Optimum Investment Advisors03-31-2021Ibonds Dec23 Etf455Maintained0.000.0012,000.000.0026.37Form 13
Crescent Capital Consulting, Llc03-31-2021Exchange Traded Fund3,445New!0.000.0290,000.000.0026.12Form 13
Signature Wealth Management Group03-31-2021Ibonds Dec23 Etf124,705Increased1.051.923,260,000.000.5626.14Form 13
Leavell Investment Management, Inc.03-31-2021Ibonds Dec23 Etf301,538Increased6.500.647,882,000.005.9726.14Form 13
Motco03-31-2021Com2,948Maintained0.000.0177,000.000.0026.12Form 13
Next Financial Group, Inc03-31-2021Ibonds Dec23 Etf3,089Decreased-24.080.0181,000.00-24.3026.22Form 13