Royal Harbor Partners’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
Q2 | – | Sell |
-34,646
| Closed | -$899K | – | 60 |
|
|
2024
Q1 | $899K | Sell |
34,646
-1,163
| -3% | -$30.2K | 0.39% | 30 |
|
|
2023
Q4 | $929K | Sell |
35,809
-902
| -2% | -$23.4K | 0.43% | 31 |
|
|
2023
Q3 | $943K | Sell |
36,711
-8,134
| -18% | -$209K | 0.49% | 29 |
|
|
2023
Q2 | $1.16M | Buy |
44,845
+7,657
| +21% | +$197K | 0.57% | 36 |
|
|
2023
Q1 | $962K | Buy |
37,188
+2,907
| +8% | +$75.2K | 0.52% | 42 |
|
|
2022
Q4 | $883K | Buy |
34,281
+11,662
| +52% | +$300K | 0.55% | 44 |
|
|
2022
Q3 | $577K | Buy |
+22,619
| New | +$577K | 0.39% | 45 |
|