LWANC
IBCD
Laurel Wealth Advisors (North Carolina)’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,700
| Closed | -$361K | – | 561 |
|
|
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% | -$7.36K | 0.15% | 110 |
|
|
2018
Q4 | $401K | Buy |
+16,440
| New | +$401K | 0.16% | 104 |
|