Capital Directions Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $735K | Hold |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $835K | Sell |
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|
2021
Q3 | $919K | Hold |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $925K | Buy |
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|
2020
Q3 | $852K | Buy |
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|
2020
Q2 | $772K | Hold |
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|
2020
Q1 | $748K | Hold |
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|
2019
Q4 | $756K | Hold |
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|
2019
Q3 | $753K | Hold |
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|
2019
Q2 | $751K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $728K | Buy |
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