Azimuth Capital Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$2.3M Sell
90,425
-3,500
-4% -$89.1K 0.1% 188
2021
Q4
$2.43M Hold
93,925
0.1% 183
2021
Q3
$2.44M Buy
93,925
+2,200
+2% +$57.2K 0.1% 186
2021
Q2
$2.4M Sell
91,725
-1,500
-2% -$39.2K 0.1% 190
2021
Q1
$2.44M Buy
93,225
+32,575
+54% +$852K 0.12% 188
2020
Q4
$1.59M Buy
+60,650
New +$1.59M 0.08% 199