Creative Planning’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77,977
| Closed | -$1.99M | – | 3050 |
|
|
2023
Q3 | $1.99M | Buy |
77,977
+5,250
| +7% | +$134K | ﹤0.01% | 849 |
|
|
2023
Q2 | $1.85M | Sell |
72,727
-801
| -1% | -$20.4K | ﹤0.01% | 852 |
|
|
2023
Q1 | $1.87M | Buy |
73,528
+6,148
| +9% | +$156K | ﹤0.01% | 796 |
|
|
2022
Q4 | $1.71M | Sell |
67,380
-8,759
| -12% | -$222K | ﹤0.01% | 807 |
|
|
2022
Q3 | $1.92M | Buy |
76,139
+5,636
| +8% | +$142K | ﹤0.01% | 709 |
|
|
2022
Q2 | $1.8M | Buy |
70,503
+31,545
| +81% | +$804K | ﹤0.01% | 750 |
|
|
2022
Q1 | $992K | Sell |
38,958
-3,596
| -8% | -$91.6K | ﹤0.01% | 984 |
|
|
2021
Q4 | $1.1M | Sell |
42,554
-985
| -2% | -$25.5K | ﹤0.01% | 910 |
|
|
2021
Q3 | $1.13M | Sell |
43,539
-121
| -0.3% | -$3.15K | ﹤0.01% | 888 |
|
|
2021
Q2 | $1.14M | Buy |
+43,660
| New | +$1.14M | ﹤0.01% | 882 |
|