LIA
IBMM
LBMC Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-99,407
| Closed | -$2.59M | – | 212 |
|
|
2024
Q3 | $2.59M | Sell |
99,407
-8,130
| -8% | -$212K | 0.21% | 49 |
|
|
2024
Q2 | $2.8M | Buy |
107,537
+9,713
| +10% | +$253K | 0.24% | 45 |
|
|
2024
Q1 | $2.54M | Buy |
97,824
+13,740
| +16% | +$357K | 0.22% | 42 |
|
|
2023
Q4 | $2.18M | Buy |
84,084
+28
| +0% | +$726 | 0.21% | 37 |
|
|
2023
Q3 | $2.16M | Buy |
84,056
+20
| +0% | +$513 | 0.23% | 36 |
|
|
2023
Q2 | $2.16M | Buy |
84,036
+20
| +0% | +$515 | 0.21% | 38 |
|
|
2023
Q1 | $2.17M | Buy |
84,016
+53,978
| +180% | +$1.4M | 0.22% | 36 |
|
|
2022
Q4 | $773K | Buy |
30,038
+16,534
| +122% | +$426K | 0.08% | 66 |
|
|
2022
Q3 | $344K | Buy |
+13,504
| New | +$344K | 0.04% | 106 |
|