IFP Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,074
| Closed | -$940K | – | 4792 |
|
|
2024
Q4 | $940K | Sell |
36,074
-4,387
| -11% | -$114K | 0.03% | 544 |
|
|
2024
Q3 | $1.06M | Sell |
40,461
-3,859
| -9% | -$101K | 0.04% | 468 |
|
|
2024
Q2 | $1.15M | Buy |
44,320
+138
| +0.3% | +$3.59K | 0.05% | 404 |
|
|
2024
Q1 | $1.15M | Sell |
44,182
-8,302
| -16% | -$215K | 0.05% | 385 |
|
|
2023
Q4 | $1.36M | Buy |
52,484
+6,343
| +14% | +$164K | 0.06% | 323 |
|
|
2023
Q3 | $1.19M | Sell |
46,141
-8,822
| -16% | -$227K | 0.05% | 351 |
|
|
2023
Q2 | $1.42M | Sell |
54,963
-2,679
| -5% | -$69K | 0.06% | 334 |
|
|
2023
Q1 | $1.45M | Sell |
57,642
-6,759
| -10% | -$170K | 0.06% | 296 |
|
|
2022
Q4 | $1.62M | Buy |
64,401
+43,906
| +214% | +$1.1M | 0.04% | 437 |
|
|
2022
Q3 | $517K | Buy |
20,495
+12,707
| +163% | +$321K | 0.01% | 916 |
|
|
2022
Q2 | $196K | Hold |
7,788
| – | – | 0.01% | 1292 |
|
|
2022
Q1 | $196K | Buy |
+7,788
| New | +$196K | 0.01% | 1292 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5723 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5533 |
|
|
2021
Q1 | – | Sell |
-3,788
| Closed | -$103K | – | 5348 |
|
|
2020
Q4 | $103K | Hold |
3,788
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q3 | $103K | Buy |
+3,788
| New | +$103K | 0.01% | 978 |
|