FAM
IBMM
Forte Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-35,400
| Closed | -$912K | – | 60 |
|
2023
Q2 | $912K | Hold |
35,400
| – | – | 0.59% | 38 |
|
2023
Q1 | $916K | Hold |
35,400
| – | – | 0.61% | 38 |
|
2022
Q4 | $912K | Hold |
35,400
| – | – | 0.59% | 43 |
|
2022
Q3 | $903K | Hold |
35,400
| – | – | 0.6% | 42 |
|
2022
Q2 | $920K | Buy |
+35,400
| New | +$920K | 0.64% | 41 |
|