LWANC
IBDL

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

Laurel Wealth Advisors (North Carolina)’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-51,930
Closed -$1.31M – 628
2020
Q3 		$1.31M Hold
51,930
– – 0.39% 64
2020
Q2 		$1.31M Sell
51,930
-1,600
-3% -$40.4K 0.43% 64
2020
Q1 		$1.35M Buy
53,530
+880
+2% +$22.2K 0.51% 61
2019
Q4 		$1.33M Buy
52,650
+2,050
+4% +$51.9K 0.42% 65
2019
Q3 		$1.28M Buy
50,600
+3,499
+7% +$88.6K 0.44% 66
2019
Q2 		$1.19M Buy
47,101
+1,701
+4% +$42.9K 0.42% 65
2019
Q1 		$1.15M Buy
45,400
+5,700
+14% +$143K 0.42% 66
2018
Q4 		$992K Buy
+39,700
New +$991K 0.4% 67

Other funds holding IBDL

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Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDL Position: Q4 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 51,930 shares — an estimated $1.31M sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDL in Q4 2018 and held it in 8 quarters. The position peaked at $1.35M in Q1 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 51,930 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.31M.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 8 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.35M in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2020, filed 4 Feb 2021.