Segment Wealth Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,550
| Closed | -$510K | – | 278 |
|
|
2024
Q3 | $510K | Sell |
19,550
-8,000
| -29% | -$209K | 0.04% | 184 |
|
|
2024
Q2 | $718K | Hold |
27,550
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $715K | Hold |
27,550
| – | – | 0.05% | 168 |
|
|
2023
Q4 | $714K | Buy |
+27,550
| New | +$714K | 0.06% | 159 |
|
|
2023
Q1 | – | Sell |
-8,400
| Closed | -$216K | – | 223 |
|
|
2022
Q4 | $216K | Hold |
8,400
| – | – | 0.03% | 202 |
|
|
2022
Q3 | $214K | Buy |
+8,400
| New | +$214K | 0.03% | 201 |
|