Horan Securities’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,818
| Closed | -$439K | – | 142 |
|
|
2024
Q3 | $439K | Hold |
16,818
| – | – | 0.17% | 72 |
|
|
2024
Q2 | $438K | Buy |
16,818
+3,114
| +23% | +$80.9K | 0.19% | 58 |
|
|
2024
Q1 | $356K | Buy |
13,704
+1,897
| +16% | +$49.2K | 0.17% | 65 |
|
|
2023
Q4 | $306K | Buy |
11,807
+2,290
| +24% | +$59.1K | 0.15% | 73 |
|
|
2023
Q3 | $244K | Hold |
9,517
| – | – | 0.13% | 83 |
|
|
2023
Q2 | $245K | Sell |
9,517
-272
| -3% | -$7K | 0.1% | 102 |
|
|
2023
Q1 | $253K | Buy |
9,789
+4,561
| +87% | +$118K | 0.13% | 81 |
|
|
2022
Q4 | $135K | Buy |
5,228
+3,924
| +301% | +$101K | 0.08% | 124 |
|
|
2022
Q3 | $33K | Buy |
+1,304
| New | +$33.8K | 0.02% | 231 |
|