Asset Dedication LLC’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.9K | Hold |
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2025
Q1 | $50.7K | Hold |
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2024
Q4 | $50.5K | Hold |
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|
2024
Q3 | $51.4K | Hold |
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|
2024
Q2 | $50.1K | Hold |
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|
2024
Q1 | $52K | Hold |
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|
2023
Q4 | $52K | Hold |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $52K | Hold |
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|
2022
Q4 | $50K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $54K | Hold |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $54K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $8K | Buy |
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