Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,993
| Closed | -$536K | – | 3671 |
|
|
2023
Q3 | $536K | Hold |
20,993
| – | – | ﹤0.01% | 472 |
|
|
2023
Q2 | $535K | Buy |
20,993
+358
| +2% | +$9.13K | ﹤0.01% | 485 |
|
|
2023
Q1 | $525K | Hold |
20,635
| – | – | 0.01% | 461 |
|
|
2022
Q4 | $523K | Buy |
20,635
+20,000
| +3,150% | +$507K | 0.01% | 447 |
|
|
2022
Q3 | $16K | Hold |
635
| – | – | ﹤0.01% | 1400 |
|
|
2022
Q2 | $16K | Hold |
635
| – | – | ﹤0.01% | 1346 |
|
|
2022
Q1 | $16K | Hold |
635
| – | – | ﹤0.01% | 1349 |
|
|
2021
Q4 | $16K | Hold |
635
| – | – | ﹤0.01% | 1213 |
|
|
2021
Q3 | $17K | Hold |
635
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q2 | $17K | Hold |
635
| – | – | ﹤0.01% | 898 |
|
|
2021
Q1 | $17K | Hold |
635
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $17K | Buy |
+635
| New | +$17K | ﹤0.01% | 714 |
|