LWANC
IBMI
Laurel Wealth Advisors (North Carolina)’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$99K | 0.04% | 161 |
|