PPWM
IBML

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

PFG Private Wealth Management’s Portfolio IBML Stock Details IBML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-37,297
Closed -$952K – 314
2023
Q3 		$952K Buy
37,297
+1,803
+5% +$46K 0.71% 20
2023
Q2 		$905K Sell
35,494
-8,503
-19% -$217K 0.53% 21
2023
Q1 		$1.12M Buy
+43,997
New +$1.12M 0.71% 20