Droms Strauss 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
Q1 | – | Sell |
-67,391
| Closed | -$1.75M | – | 70 |
|
|
2023
Q4 | $1.75M | Sell |
67,391
-41,221
| -38% | -$1.07M | 0.68% | 25 |
|
|
2023
Q3 | $2.79M | Buy |
108,612
+2,631
| +2% | +$67.6K | 1.2% | 14 |
|
|
2023
Q2 | $2.73M | Buy |
105,981
+61,640
| +139% | +$1.59M | 1.14% | 15 |
|
|
2023
Q1 | $1.15M | Buy |
44,341
+6,362
| +17% | +$165K | 0.52% | 29 |
|
|
2022
Q4 | $981K | Buy |
37,979
+1,105
| +3% | +$28.5K | 0.45% | 33 |
|
|
2022
Q3 | $940K | Buy |
36,874
+17,203
| +87% | +$439K | 0.47% | 29 |
|
|
2022
Q2 | $513K | Buy |
+19,671
| New | +$513K | 0.26% | 41 |
|