Asset Dedication LLC’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.68M | Hold |
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|
2023
Q2 | $1.67M | Hold |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.64M | Hold |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $400K | Hold |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $471K | Sell |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $362K | Sell |
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|
2020
Q4 | $577K | Hold |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $274K | Sell |
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|
2019
Q2 | $819K | Buy |
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|
2019
Q1 | $784K | Buy |
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|
2018
Q4 | $685K | Buy |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $2.04M | Buy |
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|
2018
Q1 | $2M | Buy |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $419K | Buy |
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