Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-950
| Closed | -$24.6K | – | 826 |
|
|
2022
Q1 | $24.6K | Hold |
950
| – | – | ﹤0.01% | 389 |
|
|
2021
Q4 | $25K | Hold |
950
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $26K | Hold |
950
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $26K | Hold |
950
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $26K | Hold |
950
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $26K | Hold |
950
| – | – | 0.01% | 379 |
|
|
2020
Q3 | $26K | Hold |
950
| – | – | 0.01% | 347 |
|
|
2020
Q2 | $26K | Buy |
+950
| New | +$26K | 0.01% | 306 |
|