4WM
IBML
4J Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,797
| Closed | -$250K | – | 91 |
|
|
2023
Q3 | $250K | Buy |
9,797
+39
| +0.4% | +$995 | 0.25% | 70 |
|
|
2023
Q2 | $249K | Buy |
9,758
+728
| +8% | +$18.6K | 0.24% | 71 |
|
|
2023
Q1 | $230K | Buy |
9,030
+417
| +5% | +$10.6K | 0.25% | 68 |
|
|
2022
Q4 | $218K | Buy |
+8,613
| New | +$218K | 0.25% | 72 |
|