AWS
IBML
AJ Wealth Strategies’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
Q2 | – | Sell |
-42,289
| Closed | -$1.08M | – | 308 |
|
|
2023
Q1 | $1.08M | Sell |
42,289
-1,291
| -3% | -$32.8K | 0.06% | 120 |
|
|
2022
Q4 | $1.11M | Hold |
43,580
| – | – | 0.06% | 126 |
|
|
2022
Q3 | $1.1M | Buy |
43,580
+2,735
| +7% | +$69K | 0.06% | 121 |
|
|
2022
Q2 | $1.04M | Buy |
+40,845
| New | +$1.04M | 0.05% | 121 |
|