LIA
IBML
LBMC Investment Advisors’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 |
-130,599
| Closed | -$3.33M | – | 173 |
|
|
2023
Q3 | $3.33M | Buy |
130,599
+89
| +0.1% | +$2.27K | 0.35% | 32 |
|
|
2023
Q2 | $3.33M | Buy |
130,510
+68
| +0.1% | +$1.73K | 0.33% | 32 |
|
|
2023
Q1 | $3.32M | Buy |
130,442
+3,015
| +2% | +$76.7K | 0.34% | 31 |
|
|
2022
Q4 | $3.23M | Buy |
127,427
+18,657
| +17% | +$473K | 0.34% | 29 |
|
|
2022
Q3 | $2.75M | Buy |
+108,770
| New | +$2.75M | 0.32% | 30 |
|