Ellis Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-506
| Closed | -$13K | – | 823 |
|
|
2021
Q2 | $13K | Buy |
506
+1
| +0.2% | +$26 | ﹤0.01% | 571 |
|
|
2021
Q1 | $14K | Buy |
505
+1
| +0.2% | +$28 | ﹤0.01% | 541 |
|
|
2020
Q4 | $14K | Buy |
504
+2
| +0.4% | +$56 | ﹤0.01% | 526 |
|
|
2020
Q3 | $13K | Buy |
502
+1
| +0.2% | +$26 | ﹤0.01% | 535 |
|
|
2020
Q2 | $13K | Buy |
+501
| New | +$13K | ﹤0.01% | 514 |
|