NEPWA
IBMM
New England Private Wealth Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-140,391
| Closed | -$3.66M | – | 156 |
|
|
2024
Q3 | $3.66M | Buy |
140,391
+325
| +0.2% | +$8.48K | 0.59% | 44 |
|
|
2024
Q2 | $3.65M | Buy |
140,066
+322
| +0.2% | +$8.39K | 0.64% | 41 |
|
|
2024
Q1 | $3.62M | Buy |
139,744
+197
| +0.1% | +$5.11K | 0.64% | 41 |
|
|
2023
Q4 | $3.62M | Buy |
+139,547
| New | +$3.62M | 0.67% | 40 |
|