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MONECO Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Hold |
10,933
| – | – | 0.03% | 395 |
|
2025
Q1 | $276K | Hold |
10,933
| – | – | 0.03% | 380 |
|
2024
Q4 | $275K | Hold |
10,933
| – | – | 0.03% | 387 |
|
2024
Q3 | $280K | Hold |
10,933
| – | – | 0.03% | 355 |
|
2024
Q2 | $274K | Hold |
10,933
| – | – | 0.04% | 341 |
|
2024
Q1 | $276K | Hold |
10,933
| – | – | 0.04% | 332 |
|
2023
Q4 | $280K | Buy |
+10,933
| New | +$280K | 0.05% | 303 |
|
2023
Q2 | – | Sell |
-7,833
| Closed | -$201K | – | 348 |
|
2023
Q1 | $201K | Buy |
+7,833
| New | +$201K | 0.06% | 312 |
|