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 |
|