Harbor Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,553
| Closed | -$193K | – | 1217 |
|
|
2023
Q3 | $193K | Hold |
7,553
| – | – | 0.03% | 314 |
|
|
2023
Q2 | $193K | Buy |
7,553
+156
| +2% | +$3.98K | 0.03% | 355 |
|
|
2023
Q1 | $188K | Hold |
7,397
| – | – | 0.03% | 359 |
|
|
2022
Q4 | $188K | Buy |
7,397
+5,329
| +258% | +$135K | 0.03% | 350 |
|
|
2022
Q3 | $52K | Buy |
2,068
+468
| +29% | +$11.8K | 0.01% | 687 |
|
|
2022
Q2 | $41K | Buy |
+1,600
| New | +$41K | 0.01% | 755 |
|