Altium Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $528K | Hold |
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|
2021
Q3 | $530K | Buy |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $515K | Sell |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $667K | Sell |
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|
2020
Q1 | $664K | Buy |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $499K | Buy |
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|
2019
Q1 | $426K | Buy |
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