CA
IBMM
CGN Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,863
| Closed | -$490K | – | 246 |
|
|
2022
Q1 | $490K | Sell |
18,863
-7,457
| -28% | -$194K | 0.12% | 151 |
|
|
2021
Q4 | $706K | Buy |
26,320
+3,669
| +16% | +$98.4K | 0.18% | 117 |
|
|
2021
Q3 | $610K | Buy |
22,651
+1,174
| +5% | +$31.6K | 0.2% | 117 |
|
|
2021
Q2 | $580K | Buy |
21,477
+1,016
| +5% | +$27.4K | 0.18% | 125 |
|
|
2021
Q1 | $552K | Buy |
20,461
+3,865
| +23% | +$104K | 0.2% | 107 |
|
|
2020
Q4 | $450K | Buy |
+16,596
| New | +$450K | 0.18% | 118 |
|