NDSI
IBML
Newman Dignan & Sheerar Inc’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-49,785
| Closed | -$1.27M | – | 191 |
|
|
2023
Q3 | $1.27M | Hold |
49,785
| – | – | 0.42% | 62 |
|
|
2023
Q2 | $1.27M | Sell |
49,785
-73,914
| -60% | -$1.88M | 0.39% | 70 |
|
|
2023
Q1 | $3.15M | Sell |
123,699
-1,000
| -0.8% | -$25.4K | 1.01% | 26 |
|
|
2022
Q4 | $3.16M | Buy |
124,699
+16
| +0% | +$406 | 1.05% | 26 |
|
|
2022
Q3 | $3.15K | Buy |
124,683
+27,087
| +28% | +$684 | 0.49% | 23 |
|
|
2022
Q2 | $2.49M | Buy |
+97,596
| New | +$2.49M | 0.85% | 34 |
|