PWM
IBML
Praetorian Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-125,631
| Closed | -$3.21M | – | 62 |
|
|
2023
Q3 | $3.21M | Sell |
125,631
-21,257
| -14% | -$543K | 1.02% | 29 |
|
|
2023
Q2 | $3.74M | Sell |
146,888
-40,390
| -22% | -$1.03M | 1.16% | 27 |
|
|
2023
Q1 | $4.76M | Sell |
187,278
-7,172
| -4% | -$182K | 1.55% | 19 |
|
|
2022
Q4 | $4.93M | Sell |
194,450
-5,316
| -3% | -$135K | 1.78% | 16 |
|
|
2022
Q3 | $5.04M | Sell |
199,766
-10,077
| -5% | -$254K | 1.89% | 16 |
|
|
2022
Q2 | $5.35M | Buy |
209,843
+6,527
| +3% | +$166K | 1.96% | 14 |
|
|
2022
Q1 | $5.18M | Buy |
203,316
+21,561
| +12% | +$549K | 1.76% | 15 |
|
|
2021
Q4 | $4.71M | Buy |
181,755
+4,651
| +3% | +$121K | 1.53% | 18 |
|
|
2021
Q3 | $4.61M | Buy |
177,104
+7,869
| +5% | +$205K | 1.56% | 20 |
|
|
2021
Q2 | $4.42M | Buy |
169,235
+24,458
| +17% | +$638K | 1.48% | 20 |
|
|
2021
Q1 | $3.79M | Buy |
144,777
+10,181
| +8% | +$266K | 1.34% | 18 |
|
|
2020
Q4 | $3.52M | Buy |
134,596
+8,048
| +6% | +$211K | 1.35% | 18 |
|
|
2020
Q3 | $3.33M | Buy |
126,548
+7,446
| +6% | +$196K | 1.47% | 17 |
|
|
2020
Q2 | $3.13M | Buy |
+119,102
| New | +$3.13M | 1.53% | 17 |
|