BWM
IBML
BCS Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,882
| Closed | -$201K | – | 225 |
|
|
2023
Q3 | $201K | Hold |
7,882
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $201K | Hold |
7,882
| – | – | 0.15% | 111 |
|
|
2023
Q1 | $200K | Hold |
7,882
| – | – | 0.09% | 156 |
|
|
2022
Q4 | $200K | Sell |
7,882
-7,880
| -50% | -$200K | 0.08% | 187 |
|
|
2022
Q3 | $398K | Hold |
15,762
| – | – | 0.19% | 114 |
|
|
2022
Q2 | $402K | Hold |
15,762
| – | – | 0.18% | 109 |
|
|
2022
Q1 | $401K | Hold |
15,762
| – | – | 0.17% | 120 |
|
|
2021
Q4 | $408K | Hold |
15,762
| – | – | 0.15% | 123 |
|
|
2021
Q3 | $410K | Hold |
15,762
| – | – | 0.17% | 105 |
|
|
2021
Q2 | $412K | Hold |
15,762
| – | – | 0.22% | 91 |
|
|
2021
Q1 | $412K | Hold |
15,762
| – | – | 0.2% | 91 |
|
|
2020
Q4 | $413K | Hold |
15,762
| – | – | 0.21% | 85 |
|
|
2020
Q3 | $414K | Hold |
15,762
| – | – | 0.23% | 80 |
|
|
2020
Q2 | $414K | Hold |
15,762
| – | – | 0.25% | 76 |
|
|
2020
Q1 | $404K | Hold |
15,762
| – | – | 0.28% | 67 |
|
|
2019
Q4 | $407K | Buy |
+15,762
| New | +$407K | 0.27% | 66 |
|