Resonant Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,149
| Closed | -$1.03M | – | 296 |
|
|
2023
Q3 | $1.03M | Sell |
40,149
-98,949
| -71% | -$2.54M | 0.11% | 124 |
|
|
2023
Q2 | $3.58M | Hold |
139,098
| – | – | 0.39% | 61 |
|
|
2023
Q1 | $3.6M | Sell |
139,098
-20,422
| -13% | -$528K | 0.41% | 58 |
|
|
2022
Q4 | $4.11M | Buy |
159,520
+26,672
| +20% | +$687K | 0.51% | 51 |
|
|
2022
Q3 | $3.39M | Buy |
+132,848
| New | +$3.39M | 0.51% | 53 |
|