NovaPoint Capital’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,236
| Closed | -$261K | – | 147 |
|
|
2023
Q3 | $261K | Hold |
10,236
| – | – | 0.1% | 107 |
|
|
2023
Q2 | $261K | Sell |
10,236
-1,162
| -10% | -$29.6K | 0.1% | 111 |
|
|
2023
Q1 | $290K | Hold |
11,398
| – | – | 0.12% | 102 |
|
|
2022
Q4 | $289K | Hold |
11,398
| – | – | 0.13% | 104 |
|
|
2022
Q3 | $288K | Buy |
11,398
+96
| +0.8% | +$2.43K | 0.13% | 104 |
|
|
2022
Q2 | $288K | Buy |
+11,302
| New | +$288K | 0.13% | 103 |
|