Geneos Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,401
| Closed | -$114K | – | 2901 |
|
|
2021
Q3 | $114K | Sell |
4,401
-214
| -5% | -$5.54K | ﹤0.01% | 1115 |
|
|
2021
Q2 | $120K | Buy |
4,615
+214
| +5% | +$5.56K | ﹤0.01% | 1092 |
|
|
2021
Q1 | $115K | Hold |
4,401
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q4 | $115K | Hold |
4,401
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q3 | $115K | Hold |
4,401
| – | – | 0.01% | 888 |
|
|
2020
Q2 | $115K | Buy |
4,401
+1,283
| +41% | +$33.5K | 0.01% | 853 |
|
|
2020
Q1 | $79K | Hold |
3,118
| – | – | 0.01% | 931 |
|
|
2019
Q4 | $80K | Buy |
+3,118
| New | +$80K | ﹤0.01% | 1042 |
|