IHT Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,948
| Closed | -$279K | – | 1043 |
|
|
2023
Q3 | $279K | Buy |
10,948
+1,052
| +11% | +$26.9K | 0.01% | 758 |
|
|
2023
Q2 | $252K | Buy |
9,896
+40
| +0.4% | +$1.02K | 0.01% | 789 |
|
|
2023
Q1 | $251K | Buy |
9,856
+27
| +0.3% | +$687 | 0.01% | 762 |
|
|
2022
Q4 | $249K | Buy |
9,829
+40
| +0.4% | +$1.01K | 0.02% | 732 |
|
|
2022
Q3 | $247K | Buy |
9,789
+29
| +0.3% | +$732 | 0.02% | 696 |
|
|
2022
Q2 | $249K | Buy |
9,760
+26
| +0.3% | +$663 | 0.02% | 592 |
|
|
2022
Q1 | $248K | Buy |
9,734
+16
| +0.2% | +$408 | 0.02% | 639 |
|
|
2021
Q4 | $252K | Buy |
9,718
+35
| +0.4% | +$908 | 0.02% | 671 |
|
|
2021
Q3 | $252K | Buy |
+9,683
| New | +$252K | 0.02% | 655 |
|