Lantz Financial’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 |
-20,545
| Closed | -$536K | – | 242 |
|
|
2024
Q3 | $536K | Buy |
20,545
+46
| +0.2% | +$1.2K | 0.15% | 133 |
|
|
2024
Q2 | $534K | Sell |
20,499
-948
| -4% | -$24.7K | 0.17% | 125 |
|
|
2024
Q1 | $557K | Buy |
21,447
+3,089
| +17% | +$80.2K | 0.18% | 116 |
|
|
2023
Q4 | $476K | Buy |
18,358
+7,258
| +65% | +$188K | 0.17% | 119 |
|
|
2023
Q3 | $285K | Buy |
11,100
+338
| +3% | +$8.68K | 0.11% | 148 |
|
|
2023
Q2 | $277K | Sell |
10,762
-4,128
| -28% | -$106K | 0.11% | 153 |
|
|
2023
Q1 | $385K | Buy |
14,890
+449
| +3% | +$11.6K | 0.16% | 122 |
|
|
2022
Q4 | $372K | Buy |
+14,441
| New | +$372K | 0.17% | 124 |
|