RIA Advisory Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-45,867
Closed -$1.17M 206
2023
Q3
$1.17M Sell
45,867
-2,042
-4% -$52.1K 0.52% 22
2023
Q2
$1.22M Buy
47,909
+1,068
+2% +$27.2K 0.53% 26
2023
Q1
$1.19M Buy
46,841
+4,139
+10% +$105K 0.55% 30
2022
Q4
$1.04M Buy
+42,702
New +$1.04M 0.61% 21