FMWA
IBML
Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,968
| Closed | -$201K | – | 405 |
|
|
2022
Q3 | $201K | Hold |
7,968
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $203K | Hold |
7,968
| – | – | 0.01% | 379 |
|
|
2022
Q1 | $203K | Hold |
7,968
| – | – | 0.01% | 294 |
|
|
2021
Q4 | $207K | Hold |
7,968
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $207K | Hold |
7,968
| – | – | 0.01% | 266 |
|
|
2021
Q2 | $208K | Hold |
7,968
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $208K | Hold |
7,968
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $209K | Hold |
7,968
| – | – | 0.01% | 345 |
|
|
2020
Q3 | $209K | Hold |
7,968
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $209K | Buy |
+7,968
| New | +$209K | 0.01% | 298 |
|