GFPC
IBML
Global Financial Private Client’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-81,055
| Closed | -$2.06M | – | 708 |
|
|
2023
Q3 | $2.06M | Sell |
81,055
-11,453
| -12% | -$292K | 1.07% | 17 |
|
|
2023
Q2 | $2.35M | Sell |
92,508
-3,944
| -4% | -$100K | 1.16% | 16 |
|
|
2023
Q1 | $2.45M | Buy |
96,452
+24,359
| +34% | +$619K | 1.26% | 16 |
|
|
2022
Q4 | $1.83M | Buy |
72,093
+25,806
| +56% | +$654K | 1.02% | 24 |
|
|
2022
Q3 | $1.17M | Buy |
46,287
+4,258
| +10% | +$107K | 0.67% | 34 |
|
|
2022
Q2 | $1.07M | Buy |
42,029
+6,282
| +18% | +$160K | 0.6% | 36 |
|
|
2022
Q1 | $908K | Buy |
35,747
+15,092
| +73% | +$383K | 0.44% | 55 |
|
|
2021
Q4 | $535K | Buy |
+20,655
| New | +$535K | 0.26% | 87 |
|