FAFN
IBML
First Affirmative Financial Network’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 |
-15,891
| Closed | -$406K | – | 253 |
|
|
2023
Q3 | $406K | Sell |
15,891
-441
| -3% | -$11.3K | 0.4% | 72 |
|
|
2023
Q2 | $416K | Sell |
16,332
-244
| -1% | -$6.22K | 0.42% | 70 |
|
|
2023
Q1 | $422K | Sell |
16,576
-290
| -2% | -$7.38K | 0.49% | 59 |
|
|
2022
Q4 | $428K | Buy |
16,866
+484
| +3% | +$12.3K | 0.52% | 52 |
|
|
2022
Q3 | $413K | Sell |
16,382
-3,819
| -19% | -$96.3K | 0.53% | 46 |
|
|
2022
Q2 | $515K | Sell |
20,201
-634
| -3% | -$16.2K | 0.59% | 40 |
|
|
2022
Q1 | $531K | Buy |
20,835
+4,061
| +24% | +$103K | 0.51% | 49 |
|
|
2021
Q4 | $435K | Buy |
16,774
+1,293
| +8% | +$33.5K | 0.4% | 67 |
|
|
2021
Q3 | $403K | Buy |
+15,481
| New | +$403K | 0.41% | 64 |
|