Estate Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,700
| Closed | -$72K | – | 180 |
|
|
2021
Q4 | $72K | Sell |
2,700
-20,020
| -88% | -$534K | 0.01% | 143 |
|
|
2021
Q3 | $612K | Sell |
22,720
-100,605
| -82% | -$2.71M | 0.08% | 116 |
|
|
2021
Q2 | $3.33M | Buy |
123,325
+2,900
| +2% | +$78.3K | 0.44% | 48 |
|
|
2021
Q1 | $3.25M | Buy |
120,425
+9,370
| +8% | +$253K | 0.48% | 49 |
|
|
2020
Q4 | $3.01M | Sell |
111,055
-2,020
| -2% | -$54.7K | 0.45% | 52 |
|
|
2020
Q3 | $3.06M | Buy |
113,075
+4,000
| +4% | +$108K | 0.48% | 48 |
|
|
2020
Q2 | $2.95M | Buy |
109,075
+1,870
| +2% | +$50.6K | 0.47% | 49 |
|
|
2020
Q1 | $2.8M | Buy |
107,205
+800
| +0.8% | +$20.9K | 0.46% | 50 |
|
|
2019
Q4 | $2.81M | Buy |
+106,405
| New | +$2.81M | 0.41% | 54 |
|