Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $448K | Sell |
17,233
-4,379
| -20% | -$114K | 0.03% | 254 |
|
|
2022
Q1 | $562K | Buy |
21,612
+1,928
| +10% | +$50.1K | 0.04% | 247 |
|
|
2021
Q4 | $528K | Hold |
19,684
| – | – | 0.03% | 244 |
|
|
2021
Q3 | $530K | Buy |
19,684
+1,179
| +6% | +$31.7K | 0.04% | 216 |
|
|
2021
Q2 | $499K | Sell |
18,505
-561
| -3% | -$15.1K | 0.04% | 226 |
|
|
2021
Q1 | $515K | Sell |
19,066
-1,801
| -9% | -$48.6K | 0.04% | 213 |
|
|
2020
Q4 | $565K | Sell |
20,867
-3,997
| -16% | -$108K | 0.05% | 171 |
|
|
2020
Q3 | $674K | Buy |
24,864
+130
| +0.5% | +$3.52K | 0.07% | 123 |
|
|
2020
Q2 | $667K | Sell |
24,734
-644
| -3% | -$17.4K | 0.07% | 120 |
|
|
2020
Q1 | $664K | Buy |
25,378
+1,323
| +5% | +$34.6K | 0.09% | 111 |
|
|
2019
Q4 | $636K | Sell |
24,055
-628
| -3% | -$16.6K | 0.08% | 143 |
|
|
2019
Q3 | $650K | Buy |
24,683
+5,666
| +30% | +$149K | 0.09% | 135 |
|
|
2019
Q2 | $499K | Buy |
19,017
+2,592
| +16% | +$68K | 0.07% | 162 |
|
|
2019
Q1 | $426K | Buy |
+16,425
| New | +$426K | 0.07% | 178 |
|