MB, Levis & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,161	Closed	-$468K	–	283
2023 Q3	$468K	Buy	19,161 +94	+0.5%	+$2.29K	0.3%	42
2023 Q2	$480K	Sell	19,067 -365	-2%	-$9.18K	0.31%	41
2023 Q1	$497K	Buy	19,432 +4,434	+30%	+$114K	0.35%	40
2022 Q4	$376K	Buy	+14,998	New	+$376K	0.29%	40