BCS Wealth Management’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 | $201K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $200K | Hold |
|
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|
2022
Q4 | $200K | Sell |
|
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $401K | Hold |
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|
2021
Q4 | $408K | Hold |
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|
2021
Q3 | $410K | Hold |
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|
2021
Q2 | $412K | Hold |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $413K | Hold |
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|
2020
Q3 | $414K | Hold |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $404K | Hold |
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|
2019
Q4 | $407K | Buy |
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