Parallel 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 |
-11,063
| Closed | -$289K | – | 3652 |
|
2024
Q3 | $289K | Buy |
11,063
+1,063
| +11% | +$27.7K | 0.01% | 771 |
|
2024
Q2 | $260K | Hold |
10,000
| – | – | 0.01% | 755 |
|
2024
Q1 | $260K | Hold |
10,000
| – | – | 0.01% | 757 |
|
2023
Q4 | $259K | Hold |
10,000
| – | – | 0.01% | 692 |
|
2023
Q3 | $257K | Buy |
10,000
+4,500
| +82% | +$116K | 0.01% | 683 |
|
2023
Q2 | $142K | Hold |
5,500
| – | – | ﹤0.01% | 925 |
|
2023
Q1 | $142K | Buy |
+5,500
| New | +$142K | ﹤0.01% | 902 |
|