Northcape Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$328K Buy
2023
Q2
$320K Sell
2023
Q1
$490K Sell
2022
Q4
$565K Sell
2022
Q3
$938K Sell
2022
Q2
$1.65M Sell
2022
Q1
$1.75M Sell
2021
Q4
$1.83M Buy