IWA
IBEX Wealth Advisors’s BlackRock Taxable Municipal Bond Trust BBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
27,175
+37
| +0.1% | +$596 | 0.05% | 156 |
|
|
2025
Q1 | $453K | Sell |
27,138
-2,284
| -8% | -$38.1K | 0.06% | 113 |
|
|
2024
Q4 | $474K | Buy |
+29,422
| New | +$474K | 0.06% | 150 |
|
|
2023
Q1 | – | Sell |
-42,529
| Closed | -$716K | – | 105 |
|
|
2022
Q4 | $716K | Sell |
42,529
-6,592
| -13% | -$111K | 0.16% | 101 |
|
|
2022
Q3 | $807K | Buy |
49,121
+333
| +0.7% | +$5.47K | 0.21% | 87 |
|
|
2022
Q2 | $935K | Sell |
48,788
-1,509
| -3% | -$28.9K | 0.22% | 94 |
|
|
2022
Q1 | $1.11M | Sell |
50,297
-4,994
| -9% | -$110K | 0.21% | 99 |
|
|
2021
Q4 | $1.45M | Sell |
55,291
-9,133
| -14% | -$239K | 0.26% | 102 |
|
|
2021
Q3 | $1.66M | Sell |
64,424
-7,949
| -11% | -$205K | 0.32% | 97 |
|
|
2021
Q2 | $1.87M | Sell |
72,373
-3,198
| -4% | -$82.5K | 0.37% | 87 |
|
|
2021
Q1 | $1.86M | Sell |
75,571
-911
| -1% | -$22.5K | 0.46% | 80 |
|
|
2020
Q4 | $2.06M | Sell |
76,482
-3,749
| -5% | -$101K | 0.54% | 70 |
|
|
2020
Q3 | $2.08M | Sell |
80,231
-5,324
| -6% | -$138K | 0.6% | 63 |
|
|
2020
Q2 | $2.13M | Buy |
85,555
+2,119
| +3% | +$52.8K | 0.69% | 62 |
|
|
2020
Q1 | $1.82M | Buy |
83,436
+10,917
| +15% | +$238K | 0.71% | 61 |
|
|
2019
Q4 | $1.77M | Buy |
72,519
+15,846
| +28% | +$386K | 0.54% | 70 |
|
|
2019
Q3 | $1.4M | Buy |
56,673
+1,166
| +2% | +$28.8K | 0.46% | 78 |
|
|
2019
Q2 | $1.32M | Buy |
55,507
+10,404
| +23% | +$247K | 0.38% | 96 |
|
|
2019
Q1 | $1.01M | Buy |
+45,103
| New | +$1.01M | 0.35% | 88 |
|