Avantax Planning Partners’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 |
-19,730
| Closed | -$515K | – | 460 |
|
|
2024
Q3 | $515K | Sell |
19,730
-4,504
| -19% | -$118K | 0.02% | 254 |
|
|
2024
Q2 | $631K | Buy |
24,234
+2,696
| +13% | +$70.2K | 0.02% | 256 |
|
|
2024
Q1 | $559K | Buy |
21,538
+10,512
| +95% | +$273K | 0.02% | 277 |
|
|
2023
Q4 | $286K | Sell |
11,026
-13,853
| -56% | -$359K | 0.01% | 304 |
|
|
2023
Q3 | $639K | Sell |
24,879
-6,001
| -19% | -$154K | 0.03% | 201 |
|
|
2023
Q2 | $795K | Hold |
30,880
| – | – | 0.03% | 187 |
|
|
2023
Q1 | $799K | Buy |
30,880
+3
| +0% | +$78 | 0.03% | 195 |
|
|
2022
Q4 | $795K | Buy |
+30,877
| New | +$795K | 0.03% | 191 |
|