CPSC
IBMM
Carl P. Sherr & Co’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,665
| Closed | -$247K | – | 121 |
|
|
2022
Q3 | $247K | Hold |
9,665
| – | – | 0.2% | 95 |
|
|
2022
Q2 | $251K | Hold |
9,665
| – | – | 0.19% | 100 |
|
|
2022
Q1 | $251K | Buy |
9,665
+400
| +4% | +$10.4K | 0.17% | 106 |
|
|
2021
Q4 | $248K | Buy |
9,265
+930
| +11% | +$24.9K | 0.15% | 116 |
|
|
2021
Q3 | $225K | Buy |
+8,335
| New | +$225K | 0.18% | 94 |
|