LWM
IBML

Laidlaw Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Laidlaw Wealth Management’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,013
Closed -$315K – 378
2020
Q4 		$315K Hold
12,013
– – 0.07% 252
2020
Q3 		$316K Hold
12,013
– – 0.14% 146
2020
Q2 		$315K Buy
12,013
+2,050
+21% +$53.8K 0.16% 125
2020
Q1 		$256K Buy
+9,963
New +$256K 0.17% 125