Princeton Global Asset 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 |
-17,904
| Closed | -$467K | – | 701 |
|
|
2024
Q3 | $467K | Hold |
17,904
| – | – | 0.09% | 133 |
|
|
2024
Q2 | $466K | Hold |
17,904
| – | – | 0.1% | 115 |
|
|
2024
Q1 | $465K | Hold |
17,904
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $464K | Buy |
17,904
+3,085
| +21% | +$80K | 0.12% | 109 |
|
|
2023
Q3 | $381K | Buy |
14,819
+775
| +6% | +$19.9K | 0.11% | 114 |
|
|
2023
Q2 | $362K | Hold |
14,044
| – | – | 0.11% | 120 |
|
|
2023
Q1 | $363K | Hold |
14,044
| – | – | 0.1% | 122 |
|
|
2022
Q4 | $362K | Hold |
14,044
| – | – | 0.12% | 117 |
|
|
2022
Q3 | $358K | Hold |
14,044
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $365K | Buy |
14,044
+10,848
| +339% | +$282K | 0.12% | 120 |
|
|
2022
Q1 | $83K | Buy |
3,196
+1,900
| +147% | +$49.3K | 0.02% | 220 |
|
|
2021
Q4 | $35K | Buy |
1,296
+372
| +40% | +$10K | 0.01% | 290 |
|
|
2021
Q3 | $25K | Hold |
924
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $25K | Hold |
924
| – | – | 0.01% | 331 |
|
|
2021
Q1 | $25K | Buy |
+924
| New | +$25K | 0.01% | 308 |
|