American Portfolios Advisors’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
Q3 | $604K | Hold |
23,930
| – | – | 0.03% | 578 |
|
|
2022
Q2 | $610K | Sell |
23,930
-13,450
| -36% | -$343K | 0.03% | 583 |
|
|
2022
Q1 | $952K | Hold |
37,380
| – | – | 0.03% | 509 |
|
|
2021
Q4 | $969K | Buy |
37,380
+4,280
| +13% | +$111K | 0.03% | 497 |
|
|
2021
Q3 | $861K | Hold |
33,100
| – | – | 0.03% | 514 |
|
|
2021
Q2 | $864K | Hold |
33,100
| – | – | 0.03% | 507 |
|
|
2021
Q1 | $866K | Hold |
33,100
| – | – | 0.04% | 455 |
|
|
2020
Q4 | $867K | Hold |
33,100
| – | – | 0.04% | 386 |
|
|
2020
Q3 | $870K | Buy |
33,100
+19,825
| +149% | +$521K | 0.05% | 322 |
|
|
2020
Q2 | $348K | Buy |
13,275
+3,875
| +41% | +$102K | 0.02% | 562 |
|
|
2020
Q1 | $241K | Hold |
9,400
| – | – | 0.02% | 591 |
|
|
2019
Q4 | $243K | Buy |
9,400
+5,800
| +161% | +$150K | 0.02% | 680 |
|
|
2019
Q3 | $92.7K | Hold |
3,600
| – | – | 0.01% | 1028 |
|
|
2019
Q2 | $92.6K | Hold |
3,600
| – | – | 0.01% | 1016 |
|
|
2019
Q1 | $91.7K | Hold |
3,600
| – | – | 0.01% | 940 |
|
|
2018
Q4 | $90.4K | Buy |
+3,600
| New | +$90.4K | 0.01% | 761 |
|