Royal Harbor Partners’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-31,188
| Closed | -$788K | – | 53 |
|
|
2024
Q1 | $788K | Sell |
31,188
-1,319
| -4% | -$33.3K | 0.34% | 34 |
|
|
2023
Q4 | $832K | Sell |
32,507
-4,606
| -12% | -$118K | 0.39% | 34 |
|
|
2023
Q3 | $906K | Sell |
37,113
-3,584
| -9% | -$87.5K | 0.47% | 33 |
|
|
2023
Q2 | $1.02M | Buy |
40,697
+7,948
| +24% | +$200K | 0.5% | 39 |
|
|
2023
Q1 | $838K | Buy |
32,749
+209
| +0.6% | +$5.35K | 0.45% | 46 |
|
|
2022
Q4 | $817K | Buy |
32,540
+10,916
| +50% | +$274K | 0.5% | 46 |
|
|
2022
Q3 | $523K | Buy |
+21,624
| New | +$523K | 0.36% | 53 |
|