CAPTRUST Financial Advisors’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 | $1.39M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q3 | $2.14M | Buy |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $196K | Sell |
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|
2021
Q1 | $239K | Sell |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $131K | Sell |
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|
2019
Q4 | $269K | Buy |
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