LWANC
IBDP

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-113,584
Closed -$2.86M – 776
2024
Q3 		$2.86M Sell
113,584
-5,350
-4% -$134K 0.46% 54
2024
Q2 		$2.99M Sell
118,934
-5,200
-4% -$130K 0.52% 49
2024
Q1 		$3.11M Sell
124,134
-3,640
-3% -$90.9K 0.53% 52
2023
Q4 		$3.18M Buy
127,774
+10,408
+9% +$258K 0.6% 49
2023
Q3 		$2.9M Sell
117,366
-66
-0.1% -$1.63K 0.61% 48
2023
Q2 		$2.89M Sell
117,432
-163
-0.1% -$4.01K 0.58% 48
2023
Q1 		$2.89M Buy
117,595
+4,360
+4% +$107K 0.61% 48
2022
Q4 		$2.77M Buy
113,235
+11,700
+12% +$285K 0.63% 47
2022
Q3 		$2.47M Buy
101,535
+6,655
+7% +$164K 0.62% 47
2022
Q2 		$2.35M Buy
94,880
+24,260
+34% +$603K 0.57% 58
2022
Q1 		$1.77M Buy
70,620
+10,020
+17% +$255K 0.37% 70
2021
Q4 		$1.57M Buy
60,600
+14,100
+30% +$367K 0.32% 74
2021
Q3 		$1.22M Buy
46,500
+3,300
+8% +$86.9K 0.27% 80
2021
Q2 		$1.14M Buy
43,200
+1,300
+3% +$34.3K 0.25% 85
2021
Q1 		$1.11M Sell
41,900
-1,000
-2% -$26.5K 0.27% 81
2020
Q4 		$1.14M Buy
42,900
+2,100
+5% +$55.6K 0.3% 75
2020
Q3 		$1.08M Hold
40,800
– – 0.32% 70
2020
Q2 		$1.07M Sell
40,800
-1,000
-2% -$25.8K 0.35% 72
2020
Q1 		$1.03M Buy
41,800
+9,500
+29% +$242K 0.39% 69
2019
Q4 		$830K Buy
32,300
+18,100
+127% +$464K 0.26% 76
2019
Q3 		$365K Buy
14,200
+2,200
+18% +$56.2K 0.12% 118
2019
Q2 		$306K Buy
12,000
+700
+6% +$17.5K 0.11% 122
2019
Q1 		$281K Hold
11,300
– – 0.1% 126
2018
Q4 		$270K Buy
+11,300
New +$269K 0.11% 122

Other funds holding IBDP

JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBDP Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q4 2024, closing a stake of 113,584 shares — an estimated $2.86M sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBDP in Q4 2018 and held it in 24 quarters. The position peaked at $3.18M in Q4 2023. 2 funds tracked by Wall St. Rank hold IBDP as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 113,584 iShares iBonds Dec 2024 Term Corporate ETF shares in Q4 2024, an estimated $2.86M.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2018 and held it in 24 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2024 Term Corporate ETF position peaked at $3.18M in Q4 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.