FAM
IBML
Forte Asset Management’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
Q3 | – | Sell |
-35,400
| Closed | -$902K | – | 59 |
|
2023
Q2 | $902K | Hold |
35,400
| – | – | 0.59% | 39 |
|
2023
Q1 | $900K | Hold |
35,400
| – | – | 0.59% | 39 |
|
2022
Q4 | $897K | Hold |
35,400
| – | – | 0.58% | 44 |
|
2022
Q3 | $893K | Hold |
35,400
| – | – | 0.59% | 43 |
|
2022
Q2 | $903K | Buy |
+35,400
| New | +$903K | 0.62% | 43 |
|