EPP
IBML
ETF Portfolio Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,003
| Closed | -$204K | – | 50 |
|
2023
Q3 | $204K | Hold |
8,003
| – | – | 0.08% | 45 |
|
2023
Q2 | $204K | Sell |
8,003
-12,452
| -61% | -$317K | 0.07% | 47 |
|
2023
Q1 | $520K | Hold |
20,455
| – | – | 0.2% | 33 |
|
2022
Q4 | $519K | Hold |
20,455
| – | – | 0.22% | 33 |
|
2022
Q3 | $516K | Hold |
20,455
| – | – | 0.23% | 35 |
|
2022
Q2 | $522K | Hold |
20,455
| – | – | 0.23% | 34 |
|
2022
Q1 | $521K | Hold |
20,455
| – | – | 0.2% | 33 |
|
2021
Q4 | $530K | Hold |
20,455
| – | – | 0.2% | 32 |
|
2021
Q3 | $532K | Hold |
20,455
| – | – | 0.21% | 29 |
|
2021
Q2 | $534K | Hold |
20,455
| – | – | 0.22% | 29 |
|
2021
Q1 | $535K | Hold |
20,455
| – | – | 0.24% | 27 |
|
2020
Q4 | $536K | Hold |
20,455
| – | – | 0.25% | 28 |
|
2020
Q3 | $538K | Hold |
20,455
| – | – | 0.28% | 28 |
|
2020
Q2 | $537K | Hold |
20,455
| – | – | 0.29% | 29 |
|
2020
Q1 | $525K | Hold |
20,455
| – | – | 0.34% | 27 |
|
2019
Q4 | $528K | Hold |
20,455
| – | – | 0.28% | 26 |
|
2019
Q3 | $527K | Hold |
20,455
| – | – | 0.3% | 24 |
|
2019
Q2 | $526K | Hold |
20,455
| – | – | 0.28% | 22 |
|
2019
Q1 | $521K | Hold |
20,455
| – | – | 0.32% | 22 |
|
2018
Q4 | $514K | Hold |
20,455
| – | – | 0.34% | 21 |
|
2018
Q3 | $508K | Buy |
+20,455
| New | +$508K | 0.31% | 20 |
|