4WM
IBMM
4J Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,396
| Closed | -$689K | – | 92 |
|
|
2024
Q3 | $689K | Sell |
26,396
-981
| -4% | -$25.6K | 0.53% | 36 |
|
|
2024
Q2 | $713K | Sell |
27,377
-417
| -2% | -$10.9K | 0.59% | 34 |
|
|
2024
Q1 | $721K | Sell |
27,794
-8,175
| -23% | -$212K | 0.62% | 34 |
|
|
2023
Q4 | $933K | Sell |
35,969
-61
| -0.2% | -$1.58K | 0.85% | 30 |
|
|
2023
Q3 | $926K | Buy |
36,030
+29
| +0.1% | +$745 | 0.92% | 30 |
|
|
2023
Q2 | $927K | Sell |
36,001
-6,949
| -16% | -$179K | 0.9% | 32 |
|
|
2023
Q1 | $1.11M | Buy |
42,950
+5,060
| +13% | +$131K | 1.19% | 25 |
|
|
2022
Q4 | $976K | Buy |
37,890
+7,342
| +24% | +$189K | 1.13% | 26 |
|
|
2022
Q3 | $779K | Sell |
30,548
-4,120
| -12% | -$105K | 1% | 26 |
|
|
2022
Q2 | $901K | Buy |
+34,668
| New | +$901K | 1.13% | 23 |
|