LWANC
IBML

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-187
Closed -$4.77K – 597
2023
Q3 		$4.77K Hold
187
– – ﹤0.01% 454
2023
Q2 		$4.77K Hold
187
– – ﹤0.01% 460
2023
Q1 		$4.76K Hold
187
– – ﹤0.01% 460
2022
Q4 		$4.74K Hold
187
– – ﹤0.01% 436
2022
Q3 		$5K Buy
+187
New +$4.75K ﹤0.01% 435

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBML Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 187 shares — an estimated $4.77K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $5K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 187 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $4.77K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $5K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.