Laidlaw Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Laidlaw Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,000	Closed	-$247K	–	426
2021 Q3	$247K	Hold	10,000	–	–	0.06%	210
2021 Q2	$248K	Hold	10,000	–	–	0.06%	217
2021 Q1	$249K	Hold	10,000	–	–	0.09%	184
2020 Q4	$249K	Hold	10,000	–	–	0.05%	303
2020 Q3	$251K	Buy	+10,000	New	+$251K	0.11%	177

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Laidlaw Wealth Management's IBDM Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,000 shares — an estimated $247K sold.

Laidlaw Wealth Management first reported a position in IBDM in Q3 2020 and held it in 5 quarters. The position peaked at $251K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Laidlaw Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 10,000 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $247K.
Laidlaw Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 5 quarters.
Laidlaw Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $251K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.