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
2023
Q3
$397K Sell
2023
Q2
$469K Buy
2023
Q1
$2.62M Buy
2022
Q4
$493K Sell
2022
Q3
$504K Sell
2022
Q2
$551K Sell
2022
Q1
$1.27M Sell
2021
Q4
$1.88M Sell
2021
Q3
$1.91M Hold
2021
Q2
$1.92M Sell
2021
Q1
$2.23M Hold
2020
Q4
$2.23M Sell
2020
Q3
$2.3M Buy
2020
Q2
Sell
2020
Q1
$2.64M Buy
2019
Q4
$1.72M Buy