LWANC
IBTD

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,130
Closed -$52.9K – 596
2023
Q3 		$52.9K Buy
2,130
+200
+10% +$4.95K 0.01% 271
2023
Q2 		$47.9K Buy
+1,930
New +$47.8K 0.01% 286

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 2,130 shares — an estimated $52.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBTD in Q2 2023 and held it in 2 quarters. The position peaked at $52.9K in Q3 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,130 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $52.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2023 Term Treasury ETF position peaked at $52.9K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

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