CFG
IBML
Carr Financial Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,678
| Closed | -$654K | – | 175 |
|
|
2023
Q3 | $654K | Sell |
25,678
-6,000
| -19% | -$153K | 0.26% | 67 |
|
|
2023
Q2 | $807K | Hold |
31,678
| – | – | 0.32% | 57 |
|
|
2023
Q1 | $806K | Hold |
31,678
| – | – | 0.35% | 52 |
|
|
2022
Q4 | $803K | Buy |
+31,678
| New | +$803K | 0.42% | 49 |
|