PFS Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-144,622
| Closed | -$3.65K | – | 464 |
|
|
2022
Q3 | $3.65K | Sell |
144,622
-16,496
| -10% | -$416 | 0.07% | 211 |
|
|
2022
Q2 | $4.11M | Buy |
+161,118
| New | +$4.11M | 0.08% | 206 |
|
|
2020
Q4 | – | Sell |
-121,406
| Closed | -$3.19M | – | 297 |
|
|
2020
Q3 | $3.19M | Buy |
121,406
+60,675
| +100% | +$1.59M | 0.11% | 155 |
|
|
2020
Q2 | $1.59M | Sell |
60,731
-13,849
| -19% | -$363K | 0.06% | 176 |
|
|
2020
Q1 | $1.91M | Buy |
+74,580
| New | +$1.91M | 0.08% | 153 |
|