Lido Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-32,677
Closed -$834K 1260
2023
Q3
$834K Buy
32,677
+13,954
+75% +$356K 0.01% 535
2023
Q2
$477K Sell
18,723
-984
-5% -$25.1K ﹤0.01% 682
2023
Q1
$501K Buy
+19,707
New +$501K ﹤0.01% 602