Eldridge Investment 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
Q4 | – | Sell |
-28,605
| Closed | -$747K | – | 158 |
|
|
2024
Q3 | $747K | Buy |
28,605
+1
| +0% | +$26 | 0.18% | 88 |
|
|
2024
Q2 | $745K | Sell |
28,604
-623
| -2% | -$16.2K | 0.19% | 86 |
|
|
2024
Q1 | $758K | Sell |
29,227
-7,708
| -21% | -$200K | 0.19% | 89 |
|
|
2023
Q4 | $958K | Buy |
36,935
+17,000
| +85% | +$441K | 0.25% | 81 |
|
|
2023
Q3 | $511K | Buy |
19,935
+2,301
| +13% | +$59K | 0.17% | 88 |
|
|
2023
Q2 | $454K | Buy |
17,634
+2,351
| +15% | +$60.5K | 0.15% | 86 |
|
|
2023
Q1 | $395K | Buy |
15,283
+1,200
| +9% | +$31K | 0.14% | 96 |
|
|
2022
Q4 | $363K | Buy |
+14,083
| New | +$363K | 0.13% | 96 |
|