Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,103
| Closed | -$472K | – | 2902 |
|
|
2024
Q3 | $472K | Sell |
18,103
-2,000
| -10% | -$52.1K | ﹤0.01% | 2011 |
|
|
2024
Q2 | $524K | Hold |
20,103
| – | – | ﹤0.01% | 1847 |
|
|
2024
Q1 | $522K | Buy |
20,103
+3,535
| +21% | +$91.8K | ﹤0.01% | 1969 |
|
|
2023
Q4 | $430K | Sell |
16,568
-3,302
| -17% | -$85.7K | ﹤0.01% | 2010 |
|
|
2023
Q3 | $510K | Buy |
19,870
+2,931
| +17% | +$75.2K | ﹤0.01% | 1754 |
|
|
2023
Q2 | $436K | Buy |
16,939
+865
| +5% | +$22.3K | ﹤0.01% | 1979 |
|
|
2023
Q1 | $416K | Buy |
16,074
+3,870
| +32% | +$100K | ﹤0.01% | 1837 |
|
|
2022
Q4 | $314K | Sell |
12,204
-4,000
| -25% | -$103K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $413K | Buy |
16,204
+6,659
| +70% | +$170K | ﹤0.01% | 1811 |
|
|
2022
Q2 | $248K | Buy |
+9,545
| New | +$248K | ﹤0.01% | 2028 |
|
|
2021
Q3 | – | Sell |
-8,480
| Closed | -$229K | – | 2408 |
|
|
2021
Q2 | $229K | Hold |
8,480
| – | – | ﹤0.01% | 2069 |
|
|
2021
Q1 | $229K | Hold |
8,480
| – | – | ﹤0.01% | 2002 |
|
|
2020
Q4 | $230K | Buy |
+8,480
| New | +$230K | ﹤0.01% | 2028 |
|