Atwater Malick’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 |
-63,260
| Closed | -$1.65M | – | 79 |
|
|
2024
Q3 | $1.65M | Buy |
63,260
+1,922
| +3% | +$50.2K | 0.53% | 31 |
|
|
2024
Q2 | $1.6M | Sell |
61,338
-3,080
| -5% | -$80.2K | 0.55% | 29 |
|
|
2024
Q1 | $1.67M | Buy |
64,418
+3,928
| +6% | +$102K | 0.59% | 30 |
|
|
2023
Q4 | $1.57M | Buy |
60,490
+4,665
| +8% | +$121K | 0.61% | 28 |
|
|
2023
Q3 | $1.43M | Buy |
55,825
+18,860
| +51% | +$485K | 0.63% | 28 |
|
|
2023
Q2 | $952K | Buy |
36,965
+19,483
| +111% | +$502K | 0.41% | 33 |
|
|
2023
Q1 | $452K | Buy |
17,482
+2,291
| +15% | +$59.3K | 0.21% | 40 |
|
|
2022
Q4 | $391K | Buy |
15,191
+1,365
| +10% | +$35.1K | 0.19% | 43 |
|
|
2022
Q3 | $353K | Buy |
13,826
+4,632
| +50% | +$118K | 0.2% | 41 |
|
|
2022
Q2 | $239K | Buy |
9,194
+1,165
| +15% | +$30.3K | 0.13% | 49 |
|
|
2022
Q1 | $209K | Buy |
8,029
+416
| +5% | +$10.8K | 0.1% | 56 |
|
|
2021
Q4 | $204K | Buy |
+7,613
| New | +$204K | 0.09% | 56 |
|