Laidlaw Wealth Management’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,500	Closed	-$237K	–	248
2023 Q4	$237K	Hold	9,500	–	–	0.09%	214
2023 Q3	$235K	Buy	+9,500	New	+$234K	0.08%	235
2023 Q2	–	Sell	-9,500	Closed	-$234K	–	377
2023 Q1	$234K	Hold	9,500	–	–	0.05%	305
2022 Q4	$232K	Buy	+9,500	New	+$231K	0.05%	308
2022 Q3	–	Sell	-9,500	Closed	-$235K	–	381
2022 Q2	$235K	Hold	9,500	–	–	0.05%	315
2022 Q1	$238K	Hold	9,500	–	–	0.04%	337
2021 Q4	$246K	Hold	9,500	–	–	0.04%	343
2021 Q3	$250K	Hold	9,500	–	–	0.06%	207
2021 Q2	$251K	Hold	9,500	–	–	0.06%	213
2021 Q1	$251K	Hold	9,500	–	–	0.09%	182
2020 Q4	$253K	Hold	9,500	–	–	0.05%	297
2020 Q3	$251K	Buy	+9,500	New	+$251K	0.11%	176

Other funds holding IBDP

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

RJFSA

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

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

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

Laidlaw Wealth Management's IBDP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q1 2024, closing a stake of 9,500 shares — an estimated $237K sold.

Laidlaw Wealth Management first reported a position in IBDP in Q3 2020 and held it in 12 quarters. The position peaked at $253K in Q4 2020. 360 funds tracked by Wall St. Rank hold IBDP as of Q1 2024.

Laidlaw Wealth Management reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 9,500 iShares iBonds Dec 2024 Term Corporate ETF shares in Q1 2024, an estimated $237K.
Laidlaw Wealth Management first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q3 2020 and held it in 12 quarters.
Laidlaw Wealth Management's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $253K in Q4 2020.
360 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.