55I LLC’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-8,194
Closed -$212K 548
2021
Q4
$212K Sell
8,194
-590
-7% -$15.3K 0.01% 473
2021
Q3
$228K Sell
8,784
-846
-9% -$22K 0.01% 445
2021
Q2
$251K Buy
9,630
+785
+9% +$20.5K 0.01% 352
2021
Q1
$231K Buy
+8,845
New +$231K 0.01% 283