Capital Asset Advisory Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,554
| Closed | -$701K | – | 361 |
|
|
2023
Q1 | $701K | Hold |
27,554
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $698K | Buy |
+27,554
| New | +$698K | 0.06% | 165 |
|
|
2022
Q2 | – | Sell |
-562
| Closed | -$14K | – | 624 |
|
|
2022
Q1 | $14K | Hold |
562
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $15K | Hold |
562
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $15K | Hold |
562
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $15K | Hold |
562
| – | – | ﹤0.01% | 605 |
|
|
2021
Q1 | $15K | Buy |
+562
| New | +$15K | ﹤0.01% | 571 |
|