Atwater Malick’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-47,527
| Closed | -$1.21M | – | 72 |
|
2023
Q3 | $1.21M | Buy |
47,527
+15,129
| +47% | +$386K | 0.53% | 31 |
|
2023
Q2 | $826K | Buy |
32,398
+19,275
| +147% | +$491K | 0.35% | 34 |
|
2023
Q1 | $334K | Buy |
13,123
+1,656
| +14% | +$42.1K | 0.16% | 46 |
|
2022
Q4 | $291K | Buy |
11,467
+985
| +9% | +$25K | 0.14% | 47 |
|
2022
Q3 | $265K | Buy |
+10,482
| New | +$265K | 0.15% | 47 |
|