Integrated Wealth Concepts’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$4.22M Sell
2023
Q2
$4.6M Buy
2023
Q1
$4.33M Buy
2022
Q4
$3.37M Buy
2022
Q3
$725K Buy
2022
Q2
$668K Sell
2022
Q1
$768K Sell
2021
Q4
$852K Buy
2021
Q3
$660K Sell
2021
Q2
$670K Buy
2021
Q1
$654K Buy
2020
Q4
$616K Buy
2020
Q3
$419K Buy
2020
Q2
$332K Buy
2020
Q1
$224K Sell
2019
Q4
$250K Buy
2019
Q3
$220K Buy