Altium Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $426K | Sell |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $570K | Sell |
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|
2020
Q4 | $745K | Sell |
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|
2020
Q3 | $820K | Buy |
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|
2020
Q2 | $816K | Sell |
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|
2020
Q1 | $816K | Buy |
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|
2019
Q4 | $809K | Sell |
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|
2019
Q3 | $884K | Hold |
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|
2019
Q2 | $882K | Hold |
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|
2019
Q1 | $874K | Buy |
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|
2018
Q4 | $519K | Sell |
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|
2018
Q3 | $604K | Buy |
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|
2018
Q2 | $393K | Sell |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $313K | Buy |
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