CFS
IBMM
Commonwealth Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,861
| Closed | -$517K | – | 205 |
|
|
2024
Q3 | $517K | Sell |
19,861
-833
| -4% | -$21.7K | 0.1% | 100 |
|
|
2024
Q2 | $539K | Buy |
20,694
+4,176
| +25% | +$109K | 0.11% | 100 |
|
|
2024
Q1 | $428K | Hold |
16,518
| – | – | 0.1% | 103 |
|
|
2023
Q4 | $428K | Buy |
16,518
+5,887
| +55% | +$153K | 0.1% | 102 |
|
|
2023
Q3 | $273K | Buy |
+10,631
| New | +$273K | 0.08% | 140 |
|