Lido Advisors’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
-72,556
Closed -$1.89M 1394
2024
Q3
$1.89M Sell
72,556
-19,828
-21% -$518K 0.01% 443
2024
Q2
$2.41M Buy
92,384
+77
+0.1% +$2.01K 0.01% 386
2024
Q1
$2.4M Sell
92,307
-6,140
-6% -$159K 0.01% 372
2023
Q4
$2.55M Buy
98,447
+43,080
+78% +$1.12M 0.02% 347
2023
Q3
$1.42M Buy
55,367
+21,563
+64% +$554K 0.01% 411
2023
Q2
$871K Sell
33,804
-966
-3% -$24.9K 0.01% 525
2023
Q1
$900K Buy
+34,770
New +$900K 0.01% 460