1834 Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,565
| Closed | -$41K | – | 473 |
|
|
2022
Q2 | $41K | Hold |
1,565
| – | – | 0.01% | 280 |
|
|
2022
Q1 | $41K | Hold |
1,565
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $42K | Hold |
1,565
| – | – | ﹤0.01% | 273 |
|
|
2021
Q3 | $42K | Hold |
1,565
| – | – | 0.01% | 278 |
|
|
2021
Q2 | $42K | Hold |
1,565
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $42K | Hold |
1,565
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $42K | Sell |
1,565
-7,205
| -82% | -$193K | 0.01% | 275 |
|
|
2020
Q3 | $238K | Buy |
8,770
+3,900
| +80% | +$106K | 0.03% | 170 |
|
|
2020
Q2 | $131K | Buy |
4,870
+2,790
| +134% | +$75K | 0.02% | 202 |
|
|
2020
Q1 | $54K | Hold |
2,080
| – | – | 0.01% | 249 |
|
|
2019
Q4 | $55K | Buy |
2,080
+875
| +73% | +$23.1K | 0.01% | 270 |
|
|
2019
Q3 | $32K | Buy |
1,205
+900
| +295% | +$23.9K | ﹤0.01% | 300 |
|
|
2019
Q2 | $8K | Buy |
+305
| New | +$8K | ﹤0.01% | 386 |
|