RIA Advisory Group’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
Q4 | – | Sell |
-48,316
| Closed | -$1.26M | – | 151 |
|
|
2024
Q3 | $1.26M | Buy |
+48,316
| New | +$1.26M | 0.45% | 35 |
|
|
2024
Q1 | $1.25M | Buy |
+48,338
| New | +$1.25M | 0.51% | 31 |
|
|
2023
Q4 | – | Sell |
-44,912
| Closed | -$1.15M | – | 208 |
|
|
2023
Q3 | $1.15M | Sell |
44,912
-1,959
| -4% | -$50.3K | 0.52% | 23 |
|
|
2023
Q2 | $1.21M | Buy |
46,871
+1,058
| +2% | +$27.3K | 0.52% | 27 |
|
|
2023
Q1 | $1.19M | Buy |
45,813
+4,162
| +10% | +$108K | 0.55% | 31 |
|
|
2022
Q4 | $1.03M | Buy |
+41,651
| New | +$1.03M | 0.6% | 22 |
|