Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $426K | Sell |
16,690
-5,680
| -25% | -$145K | 0.03% | 262 |
|
|
2022
Q1 | $570K | Buy |
22,370
+399
| +2% | +$10.2K | 0.04% | 242 |
|
|
2021
Q4 | $569K | Buy |
21,971
+1,623
| +8% | +$42K | 0.04% | 222 |
|
|
2021
Q3 | $529K | Buy |
20,348
+1,292
| +7% | +$33.6K | 0.04% | 217 |
|
|
2021
Q2 | $498K | Sell |
19,056
-2,738
| -13% | -$71.6K | 0.04% | 227 |
|
|
2021
Q1 | $570K | Sell |
21,794
-6,656
| -23% | -$174K | 0.05% | 192 |
|
|
2020
Q4 | $745K | Sell |
28,450
-2,757
| -9% | -$72.2K | 0.07% | 126 |
|
|
2020
Q3 | $820K | Buy |
31,207
+88
| +0.3% | +$2.31K | 0.09% | 108 |
|
|
2020
Q2 | $816K | Sell |
31,119
-676
| -2% | -$17.7K | 0.09% | 108 |
|
|
2020
Q1 | $816K | Buy |
31,795
+477
| +2% | +$12.2K | 0.11% | 95 |
|
|
2019
Q4 | $809K | Sell |
31,318
-2,985
| -9% | -$77.1K | 0.1% | 118 |
|
|
2019
Q3 | $884K | Hold |
34,303
| – | – | 0.12% | 105 |
|
|
2019
Q2 | $882K | Hold |
34,303
| – | – | 0.13% | 99 |
|
|
2019
Q1 | $874K | Buy |
34,303
+13,640
| +66% | +$348K | 0.14% | 92 |
|
|
2018
Q4 | $519K | Sell |
20,663
-3,633
| -15% | -$91.3K | 0.1% | 139 |
|
|
2018
Q3 | $604K | Buy |
24,296
+8,545
| +54% | +$212K | 0.12% | 141 |
|
|
2018
Q2 | $393K | Sell |
15,751
-2,273
| -13% | -$56.7K | 0.1% | 142 |
|
|
2018
Q1 | $448K | Buy |
18,024
+5,620
| +45% | +$140K | 0.18% | 94 |
|
|
2017
Q4 | $313K | Buy |
+12,404
| New | +$313K | 0.14% | 115 |
|