Brandywine Oak Private Wealth’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 | $1.08M | Sell |
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2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $1.99M | Buy |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $398K | Buy |
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