Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,278
| Closed | -$214K | – | 219 |
|
|
2023
Q1 | $214K | Sell |
8,278
-2,315
| -22% | -$59.9K | 0.02% | 190 |
|
|
2022
Q4 | $273K | Sell |
10,593
-2,295
| -18% | -$59.1K | 0.02% | 167 |
|
|
2022
Q3 | $329K | Buy |
12,888
+2,900
| +29% | +$74K | 0.03% | 139 |
|
|
2022
Q2 | $260K | Buy |
+9,988
| New | +$260K | 0.03% | 160 |
|
|
2021
Q2 | – | Sell |
-8,880
| Closed | -$240K | – | 180 |
|
|
2021
Q1 | $240K | Sell |
8,880
-500
| -5% | -$13.5K | 0.02% | 147 |
|
|
2020
Q4 | $254K | Hold |
9,380
| – | – | 0.03% | 133 |
|
|
2020
Q3 | $254K | Hold |
9,380
| – | – | 0.03% | 123 |
|
|
2020
Q2 | $253K | Sell |
9,380
-330
| -3% | -$8.9K | 0.04% | 110 |
|
|
2020
Q1 | $254K | Buy |
+9,710
| New | +$254K | 0.05% | 103 |
|