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Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.4M Buy
492,336
+481,636
+4,501% +$22.9M 0.34% 66
2025
Q1 		$222K Buy
10,700
+6,800
+174% +$141K 0.03% 172
2024
Q4 		$79.4K Buy
+3,900
New +$79.4K 0.01% 259