CA
IBML
CGN Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,035
| Closed | -$485K | – | 243 |
|
|
2022
Q1 | $485K | Sell |
19,035
-7,757
| -29% | -$198K | 0.12% | 153 |
|
|
2021
Q4 | $694K | Buy |
26,792
+3,396
| +15% | +$88K | 0.18% | 122 |
|
|
2021
Q3 | $608K | Buy |
23,396
+1,639
| +8% | +$42.6K | 0.2% | 118 |
|
|
2021
Q2 | $568K | Buy |
21,757
+1,051
| +5% | +$27.4K | 0.18% | 126 |
|
|
2021
Q1 | $542K | Buy |
20,706
+3,614
| +21% | +$94.6K | 0.2% | 110 |
|
|
2020
Q4 | $448K | Buy |
+17,092
| New | +$448K | 0.18% | 119 |
|