LWANC
IBMJ

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,216
Closed -$210K – 718
2021
Q3 		$210K Hold
8,216
– – 0.05% 162
2021
Q2 		$211K Hold
8,216
– – 0.05% 167
2021
Q1 		$211K Hold
8,216
– – 0.05% 158
2020
Q4 		$212K Buy
8,216
+5,816
+242% +$150K 0.06% 148
2020
Q3 		$62K Hold
2,400
– – 0.02% 217
2020
Q2 		$62K Hold
2,400
– – 0.02% 215
2020
Q1 		$61K Hold
2,400
– – 0.02% 205
2019
Q4 		$62K Hold
2,400
– – 0.02% 227
2019
Q3 		$62K Hold
2,400
– – 0.02% 224
2019
Q2 		$62K Hold
2,400
– – 0.02% 219
2019
Q1 		$62K Hold
2,400
– – 0.02% 217
2018
Q4 		$61K Buy
+2,400
New +$60.7K 0.02% 202

Other funds holding IBMJ

Mercer Global Advisors
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Laurel Wealth Advisors (North Carolina)'s IBMJ Position: Q4 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 8,216 shares — an estimated $210K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBMJ in Q4 2018 and held it in 12 quarters. The position peaked at $212K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8,216 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $210K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 12 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $212K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2021, filed 1 Feb 2022.