Apollon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,100
| Closed | -$264K | – | 1281 |
|
|
2024
Q3 | $264K | Sell |
10,100
-6,000
| -37% | -$157K | 0.01% | 954 |
|
|
2024
Q2 | $419K | Sell |
16,100
-10,000
| -38% | -$260K | 0.01% | 746 |
|
|
2024
Q1 | $677K | Hold |
26,100
| – | – | 0.02% | 588 |
|
|
2023
Q4 | $677K | Sell |
26,100
-3,345
| -11% | -$86.7K | 0.02% | 575 |
|
|
2023
Q3 | $756K | Sell |
29,445
-3,655
| -11% | -$93.9K | 0.04% | 440 |
|
|
2023
Q2 | $853K | Buy |
33,100
+6,000
| +22% | +$155K | 0.04% | 437 |
|
|
2023
Q1 | $701K | Hold |
27,100
| – | – | 0.04% | 428 |
|
|
2022
Q4 | $698K | Sell |
27,100
-21,300
| -44% | -$548K | 0.05% | 403 |
|
|
2022
Q3 | $1.23M | Sell |
48,400
-1,400
| -3% | -$35.7K | 0.1% | 213 |
|
|
2022
Q2 | $1.3M | Hold |
49,800
| – | – | 0.11% | 209 |
|
|
2022
Q1 | $1.3M | Hold |
49,800
| – | – | 0.09% | 228 |
|
|
2021
Q4 | $1.34M | Buy |
49,800
+3,000
| +6% | +$80.4K | 0.1% | 227 |
|
|
2021
Q3 | $1.26M | Buy |
+46,800
| New | +$1.26M | 0.17% | 118 |
|