Creative Planning’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $775K | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $963K | Buy |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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