RCA
IBML
Resonant Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,954
| Closed | -$611K | – | 294 |
|
|
2023
Q3 | $611K | Sell |
23,954
-195,445
| -89% | -$4.99M | 0.07% | 159 |
|
|
2023
Q2 | $5.59M | Sell |
219,399
-3,530
| -2% | -$90K | 0.61% | 40 |
|
|
2023
Q1 | $5.67M | Sell |
222,929
-71,335
| -24% | -$1.81M | 0.64% | 40 |
|
|
2022
Q4 | $7.46M | Sell |
294,264
-14,827
| -5% | -$376K | 0.93% | 27 |
|
|
2022
Q3 | $7.8M | Buy |
+309,091
| New | +$7.8M | 1.19% | 24 |
|