Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-37,240	Closed	-$925K	–	560
2019 Q3	$925K	Buy	37,240 +999	+3%	+$24.8K	0.32%	72
2019 Q2	$902K	Sell	36,241 -999	-3%	-$24.8K	0.32%	71
2019 Q1	$926K	Sell	37,240 -500	-1%	-$12.4K	0.34%	71
2018 Q4	$936K	Buy	+37,740	New	+$935K	0.38%	69

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDK Position: Q4 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 37,240 shares — an estimated $925K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDK in Q4 2018 and held it in 4 quarters. The position peaked at $936K in Q4 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 37,240 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $925K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2019 Term Corporate ETF position peaked at $936K in Q4 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2019, filed 31 Jan 2020.