Apollon Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31,584
| Closed | -$806K | – | 1116 |
|
|
2023
Q3 | $806K | Sell |
31,584
-3,616
| -10% | -$92.3K | 0.04% | 420 |
|
|
2023
Q2 | $897K | Buy |
35,200
+6,000
| +21% | +$153K | 0.04% | 424 |
|
|
2023
Q1 | $743K | Sell |
29,200
-1,200
| -4% | -$30.5K | 0.05% | 407 |
|
|
2022
Q4 | $771K | Sell |
30,400
-5,900
| -16% | -$150K | 0.05% | 374 |
|
|
2022
Q3 | $916K | Sell |
36,300
-800
| -2% | -$20.2K | 0.08% | 273 |
|
|
2022
Q2 | $946K | Hold |
37,100
| – | – | 0.08% | 273 |
|
|
2022
Q1 | $945K | Sell |
37,100
-250
| -0.7% | -$6.37K | 0.07% | 296 |
|
|
2021
Q4 | $968K | Buy |
37,350
+3,000
| +9% | +$77.8K | 0.07% | 289 |
|
|
2021
Q3 | $893K | Buy |
+34,350
| New | +$893K | 0.12% | 159 |
|