GSIAS
IBML
Garden State Investment Advisory Services’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 |
-37,557
| Closed | -$959K | – | 223 |
|
2023
Q3 | $959K | Buy |
37,557
+2,590
| +7% | +$66.1K | 0.44% | 47 |
|
2023
Q2 | $891K | Buy |
34,967
+14,462
| +71% | +$369K | 0.35% | 56 |
|
2023
Q1 | $521K | Buy |
20,505
+1,628
| +9% | +$41.4K | 0.22% | 83 |
|
2022
Q4 | $479K | Buy |
+18,877
| New | +$479K | 0.28% | 81 |
|