AE 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 |
-11,539
| Closed | -$295K | – | 2214 |
|
|
2023
Q3 | $295K | Sell |
11,539
-9,931
| -46% | -$253K | ﹤0.01% | 1619 |
|
|
2023
Q2 | $547K | Buy |
21,470
+5,783
| +37% | +$147K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $399K | Buy |
15,687
+1,824
| +13% | +$46.4K | ﹤0.01% | 1438 |
|
|
2022
Q4 | $351K | Buy |
+13,863
| New | +$351K | ﹤0.01% | 1441 |
|