Brandywine Oak Private Wealth’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $419K | Sell |
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2024
Q2 | $548K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.16M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $398K | Buy |
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|
2019
Q4 | $317K | Buy |
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