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	Change in Stake	Trade Value	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%	+$53.2K	0.16%	125
2020 Q1	$256K	Buy	+9,963	New	+$257K	0.17%	125

Other funds holding IBML

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

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Laidlaw Wealth Management's IBML Position: Q1 2021 in Review

Laidlaw Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2021, closing a stake of 12,013 shares — an estimated $315K sold.

Laidlaw Wealth Management first reported a position in IBML in Q1 2020 and held it in 4 quarters. The position peaked at $316K in Q3 2020. 119 funds tracked by Wall St. Rank hold IBML as of Q1 2021.

Laidlaw Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Laidlaw Wealth Management sold 12,013 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2021, an estimated $315K.
Laidlaw Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2020 and held it in 4 quarters.
Laidlaw Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $316K in Q3 2020.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2021.

Based on Laidlaw Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.