Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,882
| Closed | -$203K | – | 225 |
|
|
2023
Q3 | $203K | Sell |
7,882
-1,486
| -16% | -$38.2K | 0.02% | 192 |
|
|
2023
Q2 | $241K | Buy |
9,368
+32
| +0.3% | +$824 | 0.03% | 176 |
|
|
2023
Q1 | $242K | Buy |
9,336
+23
| +0.2% | +$595 | 0.03% | 174 |
|
|
2022
Q4 | $240K | Buy |
9,313
+9,077
| +3,846% | +$234K | 0.03% | 169 |
|
|
2022
Q3 | $236 | Sell |
236
-9,018
| -97% | -$9.02K | 0.03% | 162 |
|
|
2022
Q2 | $240K | Sell |
9,254
-15,026
| -62% | -$390K | 0.03% | 165 |
|
|
2022
Q1 | $631K | Buy |
24,280
+28
| +0.1% | +$728 | 0.07% | 128 |
|
|
2021
Q4 | $650K | Buy |
24,252
+63
| +0.3% | +$1.69K | 0.06% | 125 |
|
|
2021
Q3 | $651K | Sell |
24,189
-89
| -0.4% | -$2.4K | 0.07% | 123 |
|
|
2021
Q2 | $655K | Sell |
24,278
-15
| -0.1% | -$405 | 0.07% | 126 |
|
|
2021
Q1 | $655K | Sell |
24,293
-135
| -0.6% | -$3.64K | 0.08% | 125 |
|
|
2020
Q4 | $661K | Sell |
24,428
-487
| -2% | -$13.2K | 0.08% | 116 |
|
|
2020
Q3 | $675K | Buy |
24,915
+73
| +0.3% | +$1.98K | 0.09% | 102 |
|
|
2020
Q2 | $670K | Buy |
24,842
+79
| +0.3% | +$2.13K | 0.1% | 88 |
|
|
2020
Q1 | $647K | Buy |
24,763
+55
| +0.2% | +$1.44K | 0.12% | 92 |
|
|
2019
Q4 | $653K | Buy |
24,708
+5,938
| +32% | +$157K | 0.09% | 105 |
|
|
2019
Q3 | $493K | Buy |
+18,770
| New | +$493K | 0.07% | 103 |
|