LWANC
IBDC

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,200
Closed -$57K – 558
2020
Q1 		$57K Hold
2,200
– – 0.02% 213
2019
Q4 		$57K Hold
2,200
– – 0.02% 231
2019
Q3 		$58K Hold
2,200
– – 0.02% 227
2019
Q2 		$57K Hold
2,200
– – 0.02% 224
2019
Q1 		$57K Hold
2,200
– – 0.02% 221
2018
Q4 		$57K Buy
+2,200
New +$57K 0.02% 207

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

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q2 2020, closing a stake of 2,200 shares — an estimated $57K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDC in Q4 2018 and held it in 6 quarters. The position peaked at $58K in Q3 2019. 0 funds tracked by Wall St. Rank hold IBDC as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,200 iShares iBonds Mar 2020 Term Corporate ETF shares in Q2 2020, an estimated $57K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2018 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Mar 2020 Term Corporate ETF position peaked at $58K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q2 2020.

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