Laurel Wealth Advisors (North Carolina)’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$25K | – | 715 |
|
|
2021
Q3 | $25K | Hold |
1,000
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $25K | Hold |
1,000
| – | – | 0.01% | 333 |
|
|
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 | +$24K | 0.01% | 284 |
|