Belpointe Asset 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 |
-21,283
| Closed | -$543K | – | 777 |
|
|
2023
Q3 | $543K | Buy |
21,283
+450
| +2% | +$11.5K | 0.06% | 308 |
|
|
2023
Q2 | $531K | Sell |
20,833
-591
| -3% | -$15.1K | 0.06% | 295 |
|
|
2023
Q1 | $545K | Buy |
21,424
+768
| +4% | +$19.5K | 0.03% | 528 |
|
|
2022
Q4 | $524K | Buy |
+20,656
| New | +$524K | 0.03% | 517 |
|