LWANC
IBCD

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,700
Closed -$361K – 560
2020
Q1 		$361K Sell
14,700
-1,440
-9% -$35.4K 0.14% 104
2019
Q4 		$397K Hold
16,140
– – 0.13% 118
2019
Q3 		$397K Hold
16,140
– – 0.14% 114
2019
Q2 		$397K Hold
16,140
– – 0.14% 112
2019
Q1 		$396K Sell
16,140
-300
-2% -$7.34K 0.15% 110
2018
Q4 		$401K Buy
+16,440
New +$401K 0.16% 104

Laurel Wealth Advisors (North Carolina)'s IBCD Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2020, closing a stake of 14,700 shares — an estimated $361K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBCD in Q4 2018 and held it in 6 quarters. The position peaked at $401K in Q4 2018. 0 funds tracked by Wall St. Rank hold IBCD as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 14,700 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2020, an estimated $361K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2018 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $401K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.