PWM
Praetorian Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.16M | Buy |
242,261
+3,119
| +1% | +$79.3K | 1.42% | 17 |
|
2025
Q1 | $6.05M | Buy |
239,142
+631
| +0.3% | +$16K | 1.47% | 15 |
|
2024
Q4 | $6.01M | Buy |
238,511
+8,112
| +4% | +$204K | 1.46% | 15 |
|
2024
Q3 | $5.91M | Buy |
230,399
+57
| +0% | +$1.46K | 1.47% | 17 |
|
2024
Q2 | $5.76M | Sell |
230,342
-5,314
| -2% | -$133K | 1.48% | 18 |
|
2024
Q1 | $5.96M | Buy |
235,656
+14,807
| +7% | +$374K | 1.59% | 18 |
|
2023
Q4 | $5.65M | Buy |
220,849
+4,749
| +2% | +$122K | 1.63% | 17 |
|
2023
Q3 | $5.28M | Sell |
216,100
-450
| -0.2% | -$11K | 1.68% | 18 |
|
2023
Q2 | $5.45M | Buy |
216,550
+5,995
| +3% | +$151K | 1.68% | 18 |
|
2023
Q1 | $5.39M | Buy |
210,555
+32,918
| +19% | +$843K | 1.75% | 18 |
|
2022
Q4 | $4.46M | Buy |
177,637
+29,494
| +20% | +$740K | 1.61% | 21 |
|
2022
Q3 | $3.58M | Buy |
148,143
+11,295
| +8% | +$273K | 1.34% | 26 |
|
2022
Q2 | $3.43M | Buy |
136,848
+16,230
| +13% | +$406K | 1.26% | 26 |
|
2022
Q1 | $3.07M | Buy |
120,618
+27,170
| +29% | +$692K | 1.05% | 26 |
|
2021
Q4 | $2.55M | Buy |
93,448
+7,803
| +9% | +$213K | 0.83% | 31 |
|
2021
Q3 | $2.33M | Buy |
85,645
+4,299
| +5% | +$117K | 0.79% | 31 |
|
2021
Q2 | $2.23M | Buy |
81,346
+35,474
| +77% | +$972K | 0.74% | 31 |
|
2021
Q1 | $1.25M | Buy |
45,872
+22,689
| +98% | +$616K | 0.44% | 34 |
|
2020
Q4 | $639K | Buy |
+23,183
| New | +$639K | 0.24% | 38 |
|