BWM
IBMM
BCS Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,351
| Closed | -$366K | – | 197 |
|
|
2022
Q3 | $366K | Hold |
14,351
| – | – | 0.17% | 123 |
|
|
2022
Q2 | $373K | Hold |
14,351
| – | – | 0.17% | 116 |
|
|
2022
Q1 | $373K | Hold |
14,351
| – | – | 0.15% | 128 |
|
|
2021
Q4 | $385K | Hold |
14,351
| – | – | 0.14% | 131 |
|
|
2021
Q3 | $387K | Hold |
14,351
| – | – | 0.16% | 115 |
|
|
2021
Q2 | $387K | Hold |
14,351
| – | – | 0.21% | 97 |
|
|
2021
Q1 | $387K | Hold |
14,351
| – | – | 0.18% | 100 |
|
|
2020
Q4 | $389K | Hold |
14,351
| – | – | 0.2% | 90 |
|
|
2020
Q3 | $389K | Hold |
14,351
| – | – | 0.22% | 84 |
|
|
2020
Q2 | $387K | Hold |
14,351
| – | – | 0.23% | 83 |
|
|
2020
Q1 | $375K | Hold |
14,351
| – | – | 0.26% | 71 |
|
|
2019
Q4 | $379K | Buy |
+14,351
| New | +$379K | 0.25% | 71 |
|