55I LLC’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
Q1
Sell
-9,168
Closed -$246K 550
2021
Q4
$246K Sell
9,168
-216
-2% -$5.8K 0.01% 452
2021
Q3
$253K Buy
9,384
+463
+5% +$12.5K 0.01% 422
2021
Q2
$241K Buy
8,921
+648
+8% +$17.5K 0.01% 360
2021
Q1
$223K Buy
+8,273
New +$223K 0.01% 286