Laidlaw Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13,700	Closed	-$343K	–	387
2022 Q2	$343K	Hold	13,700	–	–	0.07%	246
2022 Q1	$343K	Hold	13,700	–	–	0.06%	278
2021 Q4	$344K	Hold	13,700	–	–	0.06%	282
2021 Q3	$347K	Hold	13,700	–	–	0.09%	181
2021 Q2	$348K	Hold	13,700	–	–	0.09%	185
2021 Q1	$349K	Hold	13,700	–	–	0.12%	153
2020 Q4	$350K	Hold	13,700	–	–	0.07%	238
2020 Q3	$351K	Buy	+13,700	New	+$351K	0.16%	135

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laidlaw Wealth Management's IBDN Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2022, closing a stake of 13,700 shares — an estimated $343K sold.

Laidlaw Wealth Management first reported a position in IBDN in Q3 2020 and held it in 8 quarters. The position peaked at $351K in Q3 2020. 211 funds tracked by Wall St. Rank hold IBDN as of Q3 2022.

Laidlaw Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 13,700 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2022, an estimated $343K.
Laidlaw Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 8 quarters.
Laidlaw Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $351K in Q3 2020.
211 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.