Raymond James Financial Services 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
Q3 | $3.74M | Sell |
143,355
-41,791
| -23% | -$1.09M | 0.01% | 1387 |
|
|
2024
Q2 | $4.82M | Buy |
185,146
+17,303
| +10% | +$451K | 0.01% | 1176 |
|
|
2024
Q1 | $4.36M | Sell |
167,843
-6,852
| -4% | -$178K | 0.01% | 1213 |
|
|
2023
Q4 | $4.53M | Buy |
174,695
+13,201
| +8% | +$342K | 0.01% | 1133 |
|
|
2023
Q3 | $4.15M | Buy |
161,494
+7,770
| +5% | +$200K | 0.01% | 1106 |
|
|
2023
Q2 | $3.96M | Sell |
153,724
-73,465
| -32% | -$1.89M | 0.01% | 1146 |
|
|
2023
Q1 | $5.88M | Buy |
227,189
+49,348
| +28% | +$1.28M | 0.01% | 917 |
|
|
2022
Q4 | $4.58M | Sell |
177,841
-1,779
| -1% | -$45.8K | 0.01% | 1000 |
|
|
2022
Q3 | $4.58M | Buy |
179,620
+28,516
| +19% | +$727K | 0.01% | 959 |
|
|
2022
Q2 | $3.93M | Sell |
151,104
-2,362
| -2% | -$61.4K | 0.01% | 1037 |
|
|
2022
Q1 | $3.99M | Sell |
153,466
-1,775
| -1% | -$46.1K | 0.01% | 1128 |
|
|
2021
Q4 | $4.16M | Sell |
155,241
-3,883
| -2% | -$104K | 0.01% | 1105 |
|
|
2021
Q3 | $4.29M | Buy |
159,124
+8,332
| +6% | +$224K | 0.01% | 1054 |
|
|
2021
Q2 | $4.07M | Buy |
150,792
+12,374
| +9% | +$334K | 0.01% | 1077 |
|
|
2021
Q1 | $3.74M | Buy |
138,418
+518
| +0.4% | +$14K | 0.01% | 1045 |
|
|
2020
Q4 | $3.74M | Buy |
137,900
+17,038
| +14% | +$462K | 0.01% | 965 |
|
|
2020
Q3 | $3.28M | Buy |
120,862
+1,325
| +1% | +$35.9K | 0.01% | 941 |
|
|
2020
Q2 | $3.23M | Sell |
119,537
-17,653
| -13% | -$476K | 0.01% | 897 |
|
|
2020
Q1 | $3.59M | Buy |
137,190
+27,213
| +25% | +$712K | 0.02% | 633 |
|
|
2019
Q4 | $2.91M | Buy |
109,977
+7,267
| +7% | +$192K | 0.01% | 982 |
|
|
2019
Q3 | $2.7M | Buy |
102,710
+76,133
| +286% | +$2M | 0.01% | 959 |
|
|
2019
Q2 | $698K | Sell |
26,577
-2,353
| -8% | -$61.8K | ﹤0.01% | 1706 |
|
|
2019
Q1 | $751K | Buy |
28,930
+6,930
| +32% | +$180K | ﹤0.01% | 1632 |
|
|
2018
Q4 | $560K | Buy |
22,000
+7,000
| +47% | +$178K | ﹤0.01% | 1604 |
|
|
2018
Q3 | $375K | Buy |
+15,000
| New | +$375K | ﹤0.01% | 2131 |
|