Laurel Wealth Advisors (North Carolina)’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$25K	–	716
2021 Q3	$25K	Hold	1,000	–	–	0.01%	327
2021 Q2	$25K	Hold	1,000	–	–	0.01%	357
2021 Q1	$25K	Hold	1,000	–	–	0.01%	334
2020 Q4	$25K	Hold	1,000	–	–	0.01%	324
2020 Q3	$25K	Hold	1,000	–	–	0.01%	297
2020 Q2	$25K	Hold	1,000	–	–	0.01%	292
2020 Q1	$24K	Hold	1,000	–	–	0.01%	278
2019 Q4	$25K	Hold	1,000	–	–	0.01%	309
2019 Q3	$25K	Hold	1,000	–	–	0.01%	302
2019 Q2	$25K	Hold	1,000	–	–	0.01%	302
2019 Q1	$24K	Hold	1,000	–	–	0.01%	293
2018 Q4	$24K	Buy	+1,000	New	+$23.4K	0.01%	284

Other funds holding IBCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

APC

Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBCE Position: Q4 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q4 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBCE in Q4 2018 and held it in 12 quarters. The position peaked at $25K in Q3 2021. 19 funds tracked by Wall St. Rank hold IBCE as of Q4 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q4 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,000 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q4 2021, an estimated $25K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q4 2018 and held it in 12 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $25K in Q3 2021.
19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q4 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2021, filed 1 Feb 2022.