Phillips Financial Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.64M | Sell |
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2024
Q2 | $1.67M | Hold |
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2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.85M | Hold |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.13M | Buy |
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|
2023
Q1 | $2.04M | Hold |
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|
2022
Q4 | $2.03M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.32M | Hold |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $982K | Hold |
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|
2020
Q3 | $982K | Buy |
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