Asset Dedication LLC’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $371K | Hold |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $348K | Hold |
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|
2022
Q3 | $344K | Sell |
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|
2022
Q2 | $353K | Hold |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $409K | Hold |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $446K | Hold |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $304K | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $187K | Buy |
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|
2019
Q2 | $115K | Buy |
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|
2019
Q1 | $93K | Buy |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $17K | Buy |
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