Laurel Wealth Advisors (North Carolina)’s iShares iBonds 2024 Term High Yield and Income ETF IBHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,100
Closed -$25.6K 775
2024
Q3
$25.6K Hold
1,100
﹤0.01% 383
2024
Q2
$25.6K Hold
1,100
﹤0.01% 356
2024
Q1
$25.6K Hold
1,100
﹤0.01% 363
2023
Q4
$25.5K Hold
1,100
﹤0.01% 342
2023
Q3
$25.5K Hold
1,100
0.01% 341
2023
Q2
$25.4K Hold
1,100
0.01% 345
2023
Q1
$25.4K Buy
1,100
+700
+175% +$16.1K 0.01% 340
2022
Q4
$9.08K Buy
+400
New +$9.06K ﹤0.01% 388

Other funds holding IBHD

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

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds 2024 Term High Yield and Income ETF (IBHD) in Q4 2024, closing a stake of 1,100 shares — an estimated $25.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBHD in Q4 2022 and held it in 8 quarters. The position peaked at $25.6K in Q1 2024. 1 fund tracked by Wall St. Rank holds IBHD as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds 2024 Term High Yield and Income ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,100 iShares iBonds 2024 Term High Yield and Income ETF shares in Q4 2024, an estimated $25.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds 2024 Term High Yield and Income ETF in Q4 2022 and held it in 8 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds 2024 Term High Yield and Income ETF position peaked at $25.6K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held iShares iBonds 2024 Term High Yield and Income ETF as of Q4 2024.

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