CA
CGN Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-33,070
| Closed | -$842K | – | 221 |
|
|
2022
Q1 | $842K | Sell |
33,070
-5,236
| -14% | -$133K | 0.21% | 103 |
|
|
2021
Q4 | $1.04M | Buy |
38,306
+5,418
| +16% | +$148K | 0.27% | 84 |
|
|
2021
Q3 | $895K | Buy |
32,888
+1,905
| +6% | +$51.8K | 0.29% | 78 |
|
|
2021
Q2 | $849K | Buy |
30,983
+1,505
| +5% | +$41.2K | 0.27% | 84 |
|
|
2021
Q1 | $801K | Buy |
29,478
+6,034
| +26% | +$164K | 0.29% | 77 |
|
|
2020
Q4 | $647K | Buy |
+23,444
| New | +$647K | 0.26% | 86 |
|