Allworth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,276
| Closed | -$425K | – | 4102 |
|
|
2024
Q3 | $425K | Hold |
16,276
| – | – | ﹤0.01% | 616 |
|
|
2024
Q2 | $424K | Sell |
16,276
-352
| -2% | -$9.17K | ﹤0.01% | 606 |
|
|
2024
Q1 | $431K | Hold |
16,628
| – | – | ﹤0.01% | 581 |
|
|
2023
Q4 | $431K | Buy |
16,628
+776
| +5% | +$20.1K | ﹤0.01% | 550 |
|
|
2023
Q3 | $407K | Hold |
15,852
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $408K | Buy |
15,852
+352
| +2% | +$9.07K | ﹤0.01% | 544 |
|
|
2023
Q1 | $401K | Hold |
15,500
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $399K | Buy |
+15,500
| New | +$399K | ﹤0.01% | 499 |
|