FinTrust Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,582
| Closed | -$172K | – | 1211 |
|
|
2021
Q1 | $172K | Hold |
6,582
| – | – | 0.05% | 293 |
|
|
2020
Q4 | $172K | Hold |
6,582
| – | – | 0.05% | 271 |
|
|
2020
Q3 | $173 | Hold |
6,582
| – | – | 0.03% | 257 |
|
|
2020
Q2 | $173K | Hold |
6,582
| – | – | 0.07% | 231 |
|
|
2020
Q1 | $169K | Hold |
6,582
| – | – | 0.08% | 200 |
|
|
2019
Q4 | $170K | Hold |
6,582
| – | – | 0.07% | 235 |
|
|
2019
Q3 | $170K | Hold |
6,582
| – | – | 0.06% | 226 |
|
|
2019
Q2 | $169K | Hold |
6,582
| – | – | 0.07% | 218 |
|
|
2019
Q1 | $168K | Hold |
6,582
| – | – | 0.07% | 209 |
|
|
2018
Q4 | $165K | Buy |
+6,582
| New | +$165K | 0.08% | 196 |
|