Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-484
| Closed | -$12.6K | – | 4241 |
|
|
2024
Q3 | $12.6K | Hold |
484
| – | – | ﹤0.01% | 2268 |
|
|
2024
Q2 | $12.6K | Hold |
484
| – | – | ﹤0.01% | 1982 |
|
|
2024
Q1 | $12.5K | Hold |
484
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q4 | $12.6K | Sell |
484
-811
| -63% | -$21K | ﹤0.01% | 1514 |
|
|
2023
Q3 | $33.3K | Hold |
1,295
| – | – | 0.01% | 927 |
|
|
2023
Q2 | $33.4K | Buy |
1,295
+484
| +60% | +$12.5K | 0.01% | 812 |
|
|
2023
Q1 | $21K | Hold |
811
| – | – | 0.01% | 888 |
|
|
2022
Q4 | $20.9K | Buy |
+811
| New | +$20.9K | 0.01% | 721 |
|