Gladstone Institutional Advisory’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,647
| Closed | -$275K | – | 325 |
|
|
2019
Q4 | $275K | Sell |
10,647
-768
| -7% | -$19.8K | 0.07% | 203 |
|
|
2019
Q3 | $294K | Sell |
11,415
-710
| -6% | -$18.3K | 0.07% | 208 |
|
|
2019
Q2 | $312K | Sell |
12,125
-3,925
| -24% | -$101K | 0.1% | 194 |
|
|
2019
Q1 | $409K | Buy |
16,050
+336
| +2% | +$8.56K | 0.15% | 125 |
|
|
2018
Q4 | $395K | Buy |
+15,714
| New | +$395K | 0.23% | 100 |
|