KOMWMG
IBML
Kerntke Otto McGlone Wealth Management Group’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 |
-9,125
| Closed | -$233K | – | 68 |
|
|
2023
Q3 | $233K | Buy |
9,125
+46
| +0.5% | +$1.17K | 0.24% | 57 |
|
|
2023
Q2 | $231K | Buy |
9,079
+434
| +5% | +$11K | 0.23% | 59 |
|
|
2023
Q1 | $220K | Buy |
8,645
+22
| +0.3% | +$560 | 0.23% | 61 |
|
|
2022
Q4 | $219K | Buy |
+8,623
| New | +$219K | 0.25% | 57 |
|