PPWM
IBMM
PFG Private Wealth Management’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 |
-20,136
| Closed | -$526K | – | 255 |
|
|
2024
Q3 | $526K | Buy |
20,136
+253
| +1% | +$6.6K | 0.3% | 27 |
|
|
2024
Q2 | $518K | Buy |
19,883
+846
| +4% | +$22K | 0.31% | 26 |
|
|
2024
Q1 | $494K | Sell |
19,037
-6,410
| -25% | -$166K | 0.31% | 25 |
|
|
2023
Q4 | $660K | Sell |
25,447
-12,658
| -33% | -$328K | 0.44% | 21 |
|
|
2023
Q3 | $979K | Sell |
38,105
-5,031
| -12% | -$129K | 0.73% | 19 |
|
|
2023
Q2 | $1.11M | Hold |
43,136
| – | – | 0.66% | 19 |
|
|
2023
Q1 | $1.12M | Buy |
+43,136
| New | +$1.12M | 0.71% | 21 |
|