LWANC
IBMI

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,900
Closed -$99K – 568
2020
Q2 		$99K Hold
3,900
– – 0.03% 176
2020
Q1 		$99K Hold
3,900
– – 0.04% 162
2019
Q4 		$100K Hold
3,900
– – 0.03% 181
2019
Q3 		$100K Hold
3,900
– – 0.03% 185
2019
Q2 		$100K Hold
3,900
– – 0.04% 179
2019
Q1 		$99K Hold
3,900
– – 0.04% 177
2018
Q4 		$99K Buy
+3,900
New +$98.6K 0.04% 161

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBMI Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 3,900 shares — an estimated $99K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $100K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 3,900 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $99K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $100K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.