Guidance Point Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $860K | Buy |
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|
2022
Q2 | $850K | Buy |
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $783K | Buy |
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|
2021
Q3 | $519K | Buy |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $522K | Buy |
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|
2020
Q4 | $522K | Buy |
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|
2020
Q3 | $488K | Sell |
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|
2020
Q2 | $858K | Buy |
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|
2020
Q1 | $837K | Buy |
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|
2019
Q4 | $841K | Buy |
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|
2019
Q3 | $712K | Buy |
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|
2019
Q2 | $709K | Buy |
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|
2019
Q1 | $701K | Buy |
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|
2018
Q4 | $640K | Buy |
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