Peloton Wealth Strategists’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 |
-18,200
| Closed | -$465K | – | 97 |
|
|
2023
Q3 | $465K | Hold |
18,200
| – | – | 0.21% | 78 |
|
|
2023
Q2 | $464K | Hold |
18,200
| – | – | 0.21% | 76 |
|
|
2023
Q1 | $463K | Hold |
18,200
| – | – | 0.21% | 72 |
|
|
2022
Q4 | $461K | Sell |
18,200
-4,000
| -18% | -$101K | 0.22% | 75 |
|
|
2022
Q3 | $560K | Hold |
22,200
| – | – | 0.29% | 68 |
|
|
2022
Q2 | $566K | Sell |
22,200
-3,000
| -12% | -$76.5K | 0.28% | 70 |
|
|
2022
Q1 | $642K | Hold |
25,200
| – | – | 0.27% | 71 |
|
|
2021
Q4 | $653K | Hold |
25,200
| – | – | 0.26% | 72 |
|
|
2021
Q3 | $655K | Hold |
25,200
| – | – | 0.27% | 70 |
|
|
2021
Q2 | $658K | Sell |
25,200
-3,000
| -11% | -$78.3K | 0.27% | 68 |
|
|
2021
Q1 | $738K | Hold |
28,200
| – | – | 0.35% | 62 |
|
|
2020
Q4 | $738K | Hold |
28,200
| – | – | 0.37% | 61 |
|
|
2020
Q3 | $741K | Buy |
28,200
+10,200
| +57% | +$268K | 0.42% | 60 |
|
|
2020
Q2 | $472K | Buy |
18,000
+1,000
| +6% | +$26.2K | 0.3% | 62 |
|
|
2020
Q1 | $436K | Hold |
17,000
| – | – | 0.36% | 61 |
|
|
2019
Q4 | $439K | Hold |
17,000
| – | – | 0.27% | 63 |
|
|
2019
Q3 | $438K | Buy |
+17,000
| New | +$438K | 0.28% | 61 |
|