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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,130
Closed -$52.9K – 595
2023
Q3 		$52.9K Buy
2,130
+200
+10% +$4.96K 0.01% 270
2023
Q2 		$47.9K Buy
+1,930
New +$47.9K 0.01% 285