CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.38M | Buy |
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|
2024
Q1 | $1.97M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $4.57M | Buy |
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|
2022
Q4 | $2.42M | Sell |
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|
2022
Q3 | $2.75M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $153K | Sell |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $170K | Buy |
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|
2021
Q2 | $165K | Sell |
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|
2021
Q1 | $178K | Sell |
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|
2020
Q4 | $181K | Buy |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $129K | Buy |
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|
2020
Q1 | $73K | Buy |
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