Atria Investments’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 |
-51,178
| Closed | -$1.34M | – | 2029 |
|
|
2024
Q3 | $1.34M | Buy |
51,178
+6,525
| +15% | +$170K | 0.02% | 840 |
|
|
2024
Q2 | $1.16M | Buy |
44,653
+2,750
| +7% | +$71.6K | 0.02% | 868 |
|
|
2024
Q1 | $1.09M | Buy |
+41,903
| New | +$1.09M | 0.02% | 918 |
|
|
2023
Q3 | – | Sell |
-40,594
| Closed | -$1.05M | – | 898 |
|
|
2023
Q2 | $1.05M | Sell |
40,594
-5
| -0% | -$129 | 0.02% | 804 |
|
|
2023
Q1 | $1.05M | Buy |
+40,599
| New | +$1.05M | 0.02% | 784 |
|