Prime Capital Investment Advisors’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,877
| Closed | -$258K | – | 962 |
|
|
2024
Q3 | $258K | Sell |
9,877
-1,434
| -13% | -$37.4K | ﹤0.01% | 782 |
|
|
2024
Q2 | $295K | Sell |
11,311
-1,069
| -9% | -$27.8K | ﹤0.01% | 727 |
|
|
2024
Q1 | $321K | Sell |
12,380
-2,790
| -18% | -$72.4K | ﹤0.01% | 754 |
|
|
2023
Q4 | $393K | Sell |
15,170
-1,999
| -12% | -$51.8K | 0.01% | 651 |
|
|
2023
Q3 | $441K | Buy |
17,169
+6,213
| +57% | +$160K | 0.01% | 491 |
|
|
2023
Q2 | $282K | Buy |
10,956
+2,999
| +38% | +$77.3K | 0.01% | 620 |
|
|
2023
Q1 | $206K | Buy |
+7,957
| New | +$206K | 0.01% | 507 |
|