C1AG
Client 1st Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
19,920
| – | – | 0.18% | 66 |
|
|
2025
Q1 | $504K | Hold |
19,920
| – | – | 0.2% | 64 |
|
|
2024
Q4 | $502K | Hold |
19,920
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $511K | Hold |
19,920
| – | – | 0.2% | 60 |
|
|
2024
Q2 | $498K | Hold |
19,920
| – | – | 0.21% | 58 |
|
|
2024
Q1 | $503K | Hold |
19,920
| – | – | 0.23% | 56 |
|
|
2023
Q4 | $510K | Sell |
19,920
-1,992
| -9% | -$51K | 0.25% | 51 |
|
|
2023
Q3 | $535K | Hold |
21,912
| – | – | 0.28% | 49 |
|
|
2023
Q2 | $551K | Hold |
21,912
| – | – | 0.29% | 48 |
|
|
2023
Q1 | $561K | Hold |
21,912
| – | – | 0.3% | 45 |
|
|
2022
Q4 | $550K | Buy |
+21,912
| New | +$550K | 0.32% | 43 |
|