Royal Harbor Partners’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 |
-37,725
| Closed | -$963K | – | 55 |
|
|
2023
Q3 | $963K | Sell |
37,725
-8,040
| -18% | -$205K | 0.5% | 28 |
|
|
2023
Q2 | $1.17M | Buy |
45,765
+7,673
| +20% | +$196K | 0.57% | 35 |
|
|
2023
Q1 | $969K | Buy |
38,092
+3,257
| +9% | +$82.8K | 0.52% | 41 |
|
|
2022
Q4 | $883K | Buy |
34,835
+16,144
| +86% | +$409K | 0.55% | 43 |
|
|
2022
Q3 | $472K | Buy |
+18,691
| New | +$472K | 0.32% | 58 |
|