Garden State Investment Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,265
| Closed | -$451K | – | 264 |
|
|
2024
Q3 | $451K | Sell |
17,265
-14,550
| -46% | -$380K | 0.14% | 128 |
|
|
2024
Q2 | $829K | Buy |
31,815
+7
| +0% | +$182 | 0.29% | 72 |
|
|
2024
Q1 | $825K | Buy |
31,808
+1
| +0% | +$26 | 0.3% | 73 |
|
|
2023
Q4 | $825K | Sell |
31,807
-4,991
| -14% | -$129K | 0.33% | 67 |
|
|
2023
Q3 | $945K | Buy |
36,798
+2,522
| +7% | +$64.8K | 0.43% | 49 |
|
|
2023
Q2 | $883K | Buy |
34,276
+14,335
| +72% | +$369K | 0.35% | 57 |
|
|
2023
Q1 | $516K | Buy |
19,941
+1,406
| +8% | +$36.4K | 0.22% | 85 |
|
|
2022
Q4 | $477K | Buy |
+18,535
| New | +$477K | 0.28% | 84 |
|