FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37,924
| Closed | -$970K | – | 1312 |
|
|
2022
Q3 | $970K | Buy |
+37,924
| New | +$970K | 0.25% | 97 |
|
|
2022
Q1 | – | Sell |
-6,213
| Closed | -$167K | – | 1332 |
|
|
2021
Q4 | $167K | Hold |
6,213
| – | – | 0.04% | 313 |
|
|
2021
Q3 | $167K | Hold |
6,213
| – | – | 0.04% | 304 |
|
|
2021
Q2 | $168K | Hold |
6,213
| – | – | 0.04% | 311 |
|
|
2021
Q1 | $168K | Hold |
6,213
| – | – | 0.05% | 302 |
|
|
2020
Q4 | $168K | Hold |
6,213
| – | – | 0.05% | 273 |
|
|
2020
Q3 | $168 | Hold |
6,213
| – | – | 0.03% | 266 |
|
|
2020
Q2 | $168K | Hold |
6,213
| – | – | 0.07% | 236 |
|
|
2020
Q1 | $163K | Hold |
6,213
| – | – | 0.08% | 211 |
|
|
2019
Q4 | $164K | Hold |
6,213
| – | – | 0.07% | 243 |
|
|
2019
Q3 | $163K | Buy |
+6,213
| New | +$163K | 0.06% | 239 |
|