Laidlaw Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,550	Closed	-$242K	–	282
2023 Q3	$242K	Buy	+9,550	New	+$241K	0.08%	228
2023 Q2	–	Sell	-9,550	Closed	-$241K	–	378
2023 Q1	$241K	Hold	9,550	–	–	0.05%	296
2022 Q4	$239K	Buy	+9,550	New	+$238K	0.05%	304
2022 Q3	–	Sell	-9,550	Closed	-$240K	–	383
2022 Q2	$240K	Hold	9,550	–	–	0.05%	310
2022 Q1	$241K	Hold	9,550	–	–	0.04%	335
2021 Q4	$245K	Hold	9,550	–	–	0.04%	348
2021 Q3	$248K	Hold	9,550	–	–	0.06%	209
2021 Q2	$249K	Hold	9,550	–	–	0.06%	214
2021 Q1	$250K	Hold	9,550	–	–	0.09%	183
2020 Q4	$251K	Hold	9,550	–	–	0.05%	301
2020 Q3	$250K	Buy	+9,550	New	+$251K	0.11%	178

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Laidlaw Wealth Management's IBDO Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 9,550 shares — an estimated $242K sold.

Laidlaw Wealth Management first reported a position in IBDO in Q3 2020 and held it in 11 quarters. The position peaked at $251K in Q4 2020. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Laidlaw Wealth Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 9,550 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $242K.
Laidlaw Wealth Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q3 2020 and held it in 11 quarters.
Laidlaw Wealth Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $251K in Q4 2020.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.