SPA
IBMM
Sentinel Pension Advisors’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 |
-114,275
| Closed | -$2.98M | – | 117 |
|
|
2024
Q3 | $2.98M | Buy |
114,275
+236
| +0.2% | +$6.16K | 0.57% | 28 |
|
|
2024
Q2 | $2.97M | Sell |
114,039
-441
| -0.4% | -$11.5K | 0.62% | 27 |
|
|
2024
Q1 | $2.97M | Sell |
114,480
-5,833
| -5% | -$151K | 0.64% | 26 |
|
|
2023
Q4 | $3.12M | Sell |
120,313
-1,536
| -1% | -$39.8K | 0.74% | 24 |
|
|
2023
Q3 | $3.13M | Buy |
121,849
+1,558
| +1% | +$40K | 0.76% | 23 |
|
|
2023
Q2 | $3.1M | Sell |
120,291
-276
| -0.2% | -$7.11K | 0.75% | 24 |
|
|
2023
Q1 | $3.12M | Buy |
120,567
+2,291
| +2% | +$59.3K | 0.79% | 24 |
|
|
2022
Q4 | $3.05M | Buy |
118,276
+9,620
| +9% | +$248K | 0.96% | 23 |
|
|
2022
Q3 | $2.77M | Buy |
108,656
+1,425
| +1% | +$36.3K | 0.97% | 22 |
|
|
2022
Q2 | $2.79M | Buy |
107,231
+10,212
| +11% | +$266K | 0.94% | 21 |
|
|
2022
Q1 | $2.52M | Buy |
97,019
+390
| +0.4% | +$10.1K | 0.86% | 27 |
|
|
2021
Q4 | $2.59M | Buy |
96,629
+24,488
| +34% | +$657K | 0.82% | 24 |
|
|
2021
Q3 | $1.94M | Buy |
72,141
+838
| +1% | +$22.6K | 0.66% | 27 |
|
|
2021
Q2 | $1.92M | Buy |
71,303
+490
| +0.7% | +$13.2K | 0.67% | 30 |
|
|
2021
Q1 | $1.91M | Buy |
70,813
+79
| +0.1% | +$2.13K | 0.7% | 30 |
|
|
2020
Q4 | $1.92M | Sell |
70,734
-5,386
| -7% | -$146K | 0.7% | 30 |
|
|
2020
Q3 | $2.06M | Buy |
76,120
+7,731
| +11% | +$209K | 0.8% | 29 |
|
|
2020
Q2 | $1.85M | Buy |
68,389
+3,934
| +6% | +$106K | 0.77% | 27 |
|
|
2020
Q1 | $1.69M | Buy |
64,455
+3,007
| +5% | +$78.7K | 0.82% | 26 |
|
|
2019
Q4 | $1.63M | Buy |
+61,448
| New | +$1.63M | 1.06% | 19 |
|