CA
CGN Advisors’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-34,247
| Closed | -$871K | – | 220 |
|
|
2022
Q1 | $871K | Sell |
34,247
-4,406
| -11% | -$112K | 0.22% | 100 |
|
|
2021
Q4 | $1.05M | Buy |
38,653
+5,441
| +16% | +$147K | 0.27% | 83 |
|
|
2021
Q3 | $897K | Buy |
33,212
+1,942
| +6% | +$52.5K | 0.29% | 76 |
|
|
2021
Q2 | $849K | Buy |
31,270
+1,573
| +5% | +$42.7K | 0.27% | 83 |
|
|
2021
Q1 | $800K | Buy |
29,697
+6,094
| +26% | +$164K | 0.29% | 78 |
|
|
2020
Q4 | $645K | Buy |
+23,603
| New | +$645K | 0.26% | 87 |
|