GA
IBMM
Gateway Advisory’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
Q4 | – | Sell |
-109,569
| Closed | -$2.81M | – | 147 |
|
|
2023
Q3 | $2.81M | Buy |
109,569
+4,346
| +4% | +$112K | 0.57% | 26 |
|
|
2023
Q2 | $2.71M | Sell |
105,223
-58,629
| -36% | -$1.51M | 0.57% | 26 |
|
|
2023
Q1 | $4.24M | Buy |
163,852
+32,630
| +25% | +$844K | 0.94% | 21 |
|
|
2022
Q4 | $3.38M | Sell |
131,222
-35,041
| -21% | -$902K | 0.87% | 19 |
|
|
2022
Q3 | $4.24M | Sell |
166,263
-12,589
| -7% | -$321K | 1.05% | 13 |
|
|
2022
Q2 | $4.65M | Buy |
178,852
+3,368
| +2% | +$87.6K | 1.98% | 10 |
|
|
2022
Q1 | $4.56M | Sell |
175,484
-7,038
| -4% | -$183K | 1.24% | 24 |
|
|
2021
Q4 | $4.89M | Buy |
182,522
+77,492
| +74% | +$2.08M | 1.04% | 23 |
|
|
2021
Q3 | $2.83M | Buy |
105,030
+4,104
| +4% | +$111K | 0.59% | 35 |
|
|
2021
Q2 | $2.72M | Sell |
100,926
-1,822
| -2% | -$49.2K | 0.58% | 35 |
|
|
2021
Q1 | $2.77M | Buy |
102,748
+5,406
| +6% | +$146K | 0.7% | 34 |
|
|
2020
Q4 | $2.64M | Buy |
+97,342
| New | +$2.64M | 0.57% | 36 |
|