Advisornet Financial’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-262
| Closed | -$6.78K | – | 2543 |
|
2023
Q1 | $6.78K | Buy |
262
+99
| +61% | +$2.56K | ﹤0.01% | 1408 |
|
2022
Q4 | $4.2K | Hold |
163
| – | – | ﹤0.01% | 1501 |
|
2022
Q3 | $4K | Sell |
163
-487
| -75% | -$12K | ﹤0.01% | 1566 |
|
2022
Q2 | $17K | Buy |
650
+395
| +155% | +$10.3K | ﹤0.01% | 1191 |
|
2022
Q1 | $7K | Buy |
+255
| New | +$7K | ﹤0.01% | 1543 |
|
2020
Q2 | – | Sell |
-350
| Closed | -$9K | – | 2010 |
|
2020
Q1 | $9K | Sell |
350
-250
| -42% | -$6.43K | ﹤0.01% | 1300 |
|
2019
Q4 | $16K | Buy |
600
+200
| +50% | +$5.33K | ﹤0.01% | 1257 |
|
2019
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 1357 |
|
2019
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 1212 |
|
2019
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 1192 |
|
2018
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 1101 |
|
2018
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 1136 |
|
2018
Q2 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 1152 |
|