Raymond James Financial Services Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $8.18M | Sell |
319,129
-78
| -0% | -$2K | 0.01% | 964 |
|
2024
Q2 | $7.99M | Buy |
319,207
+9,948
| +3% | +$249K | 0.01% | 930 |
|
2024
Q1 | $7.81M | Sell |
309,259
-7,437
| -2% | -$188K | 0.01% | 921 |
|
2023
Q4 | $8.1M | Buy |
316,696
+9,324
| +3% | +$239K | 0.01% | 849 |
|
2023
Q3 | $7.5M | Buy |
307,372
+5,481
| +2% | +$134K | 0.01% | 839 |
|
2023
Q2 | $7.6M | Buy |
301,891
+283
| +0.1% | +$7.12K | 0.01% | 822 |
|
2023
Q1 | $7.72M | Buy |
301,608
+7,970
| +3% | +$204K | 0.01% | 800 |
|
2022
Q4 | $7.37M | Buy |
293,638
+147,103
| +100% | +$3.69M | 0.01% | 790 |
|
2022
Q3 | $3.55M | Buy |
146,535
+134,281
| +1,096% | +$3.25M | 0.01% | 1102 |
|
2022
Q2 | $307K | Sell |
12,254
-261
| -2% | -$6.54K | ﹤0.01% | 2561 |
|
2022
Q1 | $319K | Buy |
+12,515
| New | +$319K | ﹤0.01% | 2667 |
|