HB Wealth Management’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
2023
Q4
Sell
-7,958
Closed -$203K 829
2023
Q3
$203K Hold
7,958
﹤0.01% 711
2023
Q2
$203K Hold
7,958
﹤0.01% 678
2023
Q1
$202K Hold
7,958
﹤0.01% 675
2022
Q4
$202K Hold
7,958
﹤0.01% 645
2022
Q3
$201K Hold
7,958
﹤0.01% 551
2022
Q2
$203K Hold
7,958
﹤0.01% 551
2022
Q1
$203K Hold
7,958
﹤0.01% 567
2021
Q4
$206K Buy
+7,958
New +$206K ﹤0.01% 487