CFS Investment Advisory Services’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 | $917K | Sell |
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|
2024
Q2 | $945K | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.54M | Sell |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $65K | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.78M | Buy |
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|
2020
Q4 | $2.26M | Buy |
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