EP Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $469K | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.91M | Hold |
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|
2021
Q2 | $1.92M | Sell |
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|
2021
Q1 | $2.23M | Hold |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2.3M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.64M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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