Benjamin Edwards Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,472
| Closed | -$38K | – | 767 |
|
|
2023
Q4 | $38K | Sell |
1,472
-744
| -34% | -$19.2K | 0.01% | 493 |
|
|
2023
Q3 | $57K | Buy |
+2,216
| New | +$57K | 0.01% | 444 |
|
|
2022
Q2 | – | Sell |
-876
| Closed | -$23K | – | 759 |
|
|
2022
Q1 | $23K | Sell |
876
-30
| -3% | -$788 | 0.01% | 542 |
|
|
2021
Q4 | $24K | Buy |
906
+34
| +4% | +$901 | 0.01% | 499 |
|
|
2021
Q3 | $23K | Buy |
872
+220
| +34% | +$5.8K | 0.01% | 396 |
|
|
2021
Q2 | $18K | Buy |
652
+38
| +6% | +$1.05K | 0.01% | 340 |
|
|
2021
Q1 | $17K | Buy |
614
+317
| +107% | +$8.78K | 0.01% | 309 |
|
|
2020
Q4 | $8K | Buy |
297
+14
| +5% | +$377 | 0.01% | 336 |
|
|
2020
Q3 | $8K | Buy |
283
+151
| +114% | +$4.27K | 0.01% | 321 |
|
|
2020
Q2 | $4K | Sell |
132
-23
| -15% | -$697 | ﹤0.01% | 354 |
|
|
2020
Q1 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 344 |
|
|
2019
Q4 | – | Sell |
-70
| Closed | -$2K | – | 307 |
|
|
2019
Q3 | $2K | Sell |
70
-44
| -39% | -$1.26K | ﹤0.01% | 286 |
|
|
2019
Q2 | $3K | Buy |
114
+5
| +5% | +$132 | 0.01% | 285 |
|
|
2019
Q1 | $3K | Buy |
+109
| New | +$3K | 0.01% | 263 |
|