Beacon Financial Group’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 |
-13,181
| Closed | -$344K | – | 338 |
|
|
2024
Q3 | $344K | Buy |
13,181
+75
| +0.6% | +$1.96K | 0.04% | 264 |
|
|
2024
Q2 | $341K | Buy |
13,106
+65
| +0.5% | +$1.69K | 0.04% | 252 |
|
|
2024
Q1 | $338K | Buy |
13,041
+39
| +0.3% | +$1.01K | 0.04% | 254 |
|
|
2023
Q4 | $337K | Buy |
13,002
+97
| +0.8% | +$2.52K | 0.04% | 247 |
|
|
2023
Q3 | $332K | Buy |
12,905
+36
| +0.3% | +$926 | 0.05% | 202 |
|
|
2023
Q2 | $331K | Buy |
12,869
+36
| +0.3% | +$926 | 0.04% | 196 |
|
|
2023
Q1 | $332K | Buy |
12,833
+54
| +0.4% | +$1.4K | 0.05% | 195 |
|
|
2022
Q4 | $329K | Buy |
12,779
+32
| +0.3% | +$824 | 0.04% | 205 |
|
|
2022
Q3 | $325K | Buy |
+12,747
| New | +$325K | 0.05% | 206 |
|