Cary Street Partners Investment Advisory’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
2024
Q3
$223K Sell
2024
Q2
$223K Buy
2024
Q1
$217K Hold
2023
Q4
$217K Buy
2023
Q3
$205K Buy
2021
Q3
Sell
2021
Q2
$26K Hold
2021
Q1
$26K Buy