Leo Wealth LLC’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
-43,186
Closed -$1.13M 391
2024
Q3
$1.13M Buy
43,186
+43
+0.1% +$1.12K 0.1% 144
2024
Q2
$1.12M Buy
43,143
+37
+0.1% +$964 0.11% 136
2024
Q1
$1.12M Buy
43,106
+23
+0.1% +$597 0.11% 139
2023
Q4
$1.12M Buy
+43,083
New +$1.12M 0.12% 133