American Portfolios Advisors’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
Q3 | $1.38M | Buy |
54,223
+34,388
| +173% | +$877K | 0.06% | 330 |
|
|
2022
Q2 | $516K | Sell |
19,835
-13,075
| -40% | -$340K | 0.02% | 644 |
|
|
2022
Q1 | $855K | Hold |
32,910
| – | – | 0.03% | 541 |
|
|
2021
Q4 | $882K | Buy |
32,910
+810
| +3% | +$21.7K | 0.03% | 521 |
|
|
2021
Q3 | $865K | Hold |
32,100
| – | – | 0.03% | 509 |
|
|
2021
Q2 | $866K | Buy |
32,100
+5,330
| +20% | +$144K | 0.03% | 506 |
|
|
2021
Q1 | $723K | Hold |
26,770
| – | – | 0.03% | 518 |
|
|
2020
Q4 | $725K | Buy |
26,770
+6,980
| +35% | +$189K | 0.04% | 445 |
|
|
2020
Q3 | $536K | Buy |
19,790
+9,690
| +96% | +$263K | 0.03% | 462 |
|
|
2020
Q2 | $273K | Hold |
10,100
| – | – | 0.02% | 631 |
|
|
2020
Q1 | $264K | Hold |
10,100
| – | – | 0.02% | 564 |
|
|
2019
Q4 | $267K | Buy |
10,100
+2,900
| +40% | +$76.7K | 0.02% | 635 |
|
|
2019
Q3 | $189K | Hold |
7,200
| – | – | 0.02% | 735 |
|
|
2019
Q2 | $189K | Hold |
7,200
| – | – | 0.02% | 733 |
|
|
2019
Q1 | $187K | Hold |
7,200
| – | – | 0.02% | 666 |
|
|
2018
Q4 | $183K | Buy |
+7,200
| New | +$183K | 0.02% | 534 |
|