CIAS
IBML
CFS Investment Advisory Services’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 |
-56,181
| Closed | -$1.43M | – | 177 |
|
|
2023
Q3 | $1.43M | Sell |
56,181
-9,366
| -14% | -$239K | 0.23% | 73 |
|
|
2023
Q2 | $1.67M | Sell |
65,547
-5,638
| -8% | -$144K | 0.21% | 86 |
|
|
2023
Q1 | $1.81M | Buy |
71,185
+4,890
| +7% | +$124K | 0.33% | 51 |
|
|
2022
Q4 | $1.68M | Sell |
66,295
-1,765,362
| -96% | -$44.8M | 0.38% | 38 |
|
|
2022
Q3 | $1.83M | Buy |
1,831,657
+1,761,558
| +2,513% | +$1.76M | 0.42% | 36 |
|
|
2022
Q2 | $1.79M | Sell |
70,099
-1,773,524
| -96% | -$45.2M | 0.27% | 80 |
|
|
2022
Q1 | $72K | Buy |
1,843,623
+1,771,692
| +2,463% | +$69.2K | 0.31% | 49 |
|
|
2021
Q4 | $1.85M | Sell |
71,931
-3,124
| -4% | -$80.4K | 0.25% | 90 |
|
|
2021
Q3 | $1.95M | Buy |
+75,055
| New | +$1.95M | 0.27% | 90 |
|
|
2020
Q4 | $2.46M | Buy |
+93,884
| New | +$2.46M | 0.39% | 44 |
|