LWANC
IBMK

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,852
Closed -$229K – 586
2022
Q3 		$229K Buy
+8,852
New +$229K 0.06% 146

Other funds holding IBMK

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBMK Position: Q4 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2022, closing a stake of 8,852 shares — an estimated $229K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBMK in Q3 2022 and held it in 1 quarter. The position peaked at $229K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBMK as of Q4 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8,852 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2022, an estimated $229K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $229K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 7 Feb 2023.