Avantax Planning Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.17M | Hold |
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|
2022
Q2 | $1.18M | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.21M | Sell |
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|
2020
Q1 | $1.22M | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $906K | Hold |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $832K | Buy |
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|
2018
Q1 | $586K | Buy |
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