PWM
IBMM
Praetorian 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 |
-133,893
| Closed | -$3.49M | – | 63 |
|
2024
Q3 | $3.49M | Sell |
133,893
-27,701
| -17% | -$723K | 0.87% | 29 |
|
2024
Q2 | $4.21M | Sell |
161,594
-23,507
| -13% | -$612K | 1.08% | 24 |
|
2024
Q1 | $4.8M | Sell |
185,101
-21,169
| -10% | -$549K | 1.28% | 19 |
|
2023
Q4 | $5.35M | Sell |
206,270
-2,542
| -1% | -$65.9K | 1.55% | 18 |
|
2023
Q3 | $5.36M | Sell |
208,812
-15,659
| -7% | -$402K | 1.7% | 17 |
|
2023
Q2 | $5.78M | Buy |
224,471
+8,504
| +4% | +$219K | 1.79% | 14 |
|
2023
Q1 | $5.59M | Buy |
215,967
+24,230
| +13% | +$627K | 1.82% | 17 |
|
2022
Q4 | $4.94M | Sell |
191,737
-6,725
| -3% | -$173K | 1.78% | 15 |
|
2022
Q3 | $5.06M | Sell |
198,462
-12,704
| -6% | -$324K | 1.9% | 15 |
|
2022
Q2 | $5.49M | Buy |
211,166
+6,921
| +3% | +$180K | 2.02% | 13 |
|
2022
Q1 | $5.31M | Buy |
204,245
+20,306
| +11% | +$528K | 1.81% | 14 |
|
2021
Q4 | $4.93M | Buy |
183,939
+5,020
| +3% | +$135K | 1.6% | 17 |
|
2021
Q3 | $4.82M | Buy |
178,919
+10,876
| +6% | +$293K | 1.63% | 17 |
|
2021
Q2 | $4.54M | Buy |
168,043
+28,546
| +20% | +$770K | 1.51% | 18 |
|
2021
Q1 | $3.77M | Buy |
139,497
+10,167
| +8% | +$274K | 1.33% | 19 |
|
2020
Q4 | $3.5M | Buy |
129,330
+7,691
| +6% | +$208K | 1.34% | 19 |
|
2020
Q3 | $3.3M | Buy |
121,639
+12,128
| +11% | +$329K | 1.46% | 18 |
|
2020
Q2 | $2.96M | Buy |
+109,511
| New | +$2.96M | 1.45% | 19 |
|