Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,315
| Closed | -$116K | – | 2939 |
|
|
2021
Q3 | $116K | Sell |
4,315
-144
| -3% | -$3.87K | ﹤0.01% | 1107 |
|
|
2021
Q2 | $120K | Buy |
4,459
+144
| +3% | +$3.88K | ﹤0.01% | 1094 |
|
|
2021
Q1 | $116K | Hold |
4,315
| – | – | ﹤0.01% | 1229 |
|
|
2020
Q4 | $116K | Hold |
4,315
| – | – | ﹤0.01% | 1073 |
|
|
2020
Q3 | $117K | Hold |
4,315
| – | – | 0.01% | 879 |
|
|
2020
Q2 | $116K | Buy |
4,315
+1,267
| +42% | +$34.1K | 0.01% | 849 |
|
|
2020
Q1 | $79K | Hold |
3,048
| – | – | 0.01% | 932 |
|
|
2019
Q4 | $80K | Buy |
+3,048
| New | +$80K | ﹤0.01% | 1044 |
|