Creative Planning’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 |
-19,602
| Closed | -$512K | – | 3688 |
|
|
2024
Q3 | $512K | Sell |
19,602
-10,160
| -34% | -$265K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $775K | Sell |
29,762
-22,766
| -43% | -$593K | ﹤0.01% | 1598 |
|
|
2024
Q1 | $1.36M | Sell |
52,528
-6,571
| -11% | -$171K | ﹤0.01% | 1141 |
|
|
2023
Q4 | $1.53M | Sell |
59,099
-10,672
| -15% | -$277K | ﹤0.01% | 1029 |
|
|
2023
Q3 | $1.79M | Buy |
69,771
+8,258
| +13% | +$212K | ﹤0.01% | 894 |
|
|
2023
Q2 | $1.58M | Buy |
61,513
+1,114
| +2% | +$28.7K | ﹤0.01% | 918 |
|
|
2023
Q1 | $1.56M | Buy |
60,399
+20,239
| +50% | +$524K | ﹤0.01% | 880 |
|
|
2022
Q4 | $1.03M | Sell |
40,160
-10,629
| -21% | -$274K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $1.3M | Buy |
50,789
+13,735
| +37% | +$350K | ﹤0.01% | 849 |
|
|
2022
Q2 | $963K | Buy |
37,054
+3,684
| +11% | +$95.7K | ﹤0.01% | 993 |
|
|
2022
Q1 | $867K | Sell |
33,370
-8,344
| -20% | -$217K | ﹤0.01% | 1054 |
|
|
2021
Q4 | $1.12M | Sell |
41,714
-169
| -0.4% | -$4.53K | ﹤0.01% | 906 |
|
|
2021
Q3 | $1.13M | Sell |
41,883
-263
| -0.6% | -$7.08K | ﹤0.01% | 890 |
|
|
2021
Q2 | $1.14M | Buy |
+42,146
| New | +$1.14M | ﹤0.01% | 883 |
|