Colton Groome Financial Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,555
| Closed | -$223K | – | 135 |
|
|
2024
Q3 | $223K | Buy |
8,555
+210
| +3% | +$5.48K | 0.08% | 122 |
|
|
2024
Q2 | $217K | Sell |
8,345
-75
| -0.9% | -$1.95K | 0.09% | 114 |
|
|
2024
Q1 | $218K | Sell |
8,420
-3,245
| -28% | -$84.2K | 0.09% | 111 |
|
|
2023
Q4 | $302K | Hold |
11,665
| – | – | 0.13% | 93 |
|
|
2023
Q3 | $300K | Sell |
11,665
-1,360
| -10% | -$34.9K | 0.15% | 90 |
|
|
2023
Q2 | $336K | Sell |
13,025
-1,425
| -10% | -$36.7K | 0.16% | 88 |
|
|
2023
Q1 | $374K | Buy |
14,450
+3,905
| +37% | +$101K | 0.18% | 95 |
|
|
2022
Q4 | $272K | Buy |
10,545
+1,175
| +13% | +$30.3K | 0.13% | 105 |
|
|
2022
Q3 | $239K | Sell |
9,370
-195
| -2% | -$4.97K | 0.12% | 97 |
|
|
2022
Q2 | $249K | Buy |
+9,565
| New | +$249K | 0.12% | 86 |
|