LWANC
IBDM

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-80,600
Closed -$1.99M – 717
2021
Q3 		$1.99M Hold
80,600
– – 0.44% 63
2021
Q2 		$2M Buy
80,600
+600
+0.8% +$14.9K 0.43% 63
2021
Q1 		$1.99M Sell
80,000
-1,000
-1% -$24.9K 0.48% 56
2020
Q4 		$2.02M Buy
81,000
+1,600
+2% +$40K 0.52% 53
2020
Q3 		$1.99M Sell
79,400
-400
-0.5% -$10K 0.59% 50
2020
Q2 		$2.01M Sell
79,800
-1,000
-1% -$25K 0.66% 49
2020
Q1 		$1.99M Buy
80,800
+3,760
+5% +$93.3K 0.75% 44
2019
Q4 		$1.92M Buy
77,040
+2,400
+3% +$59.9K 0.61% 53
2019
Q3 		$1.87M Buy
74,640
+6,799
+10% +$169K 0.64% 50
2019
Q2 		$1.69M Buy
67,841
+101
+0.1% +$2.5K 0.6% 48
2019
Q1 		$1.68M Buy
67,740
+4,900
+8% +$120K 0.61% 51
2018
Q4 		$1.53M Buy
+62,840
New +$1.52M 0.62% 49

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 80,600 shares — an estimated $1.99M sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $2.02M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 80,600 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.99M.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.02M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

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