SSWM
IBML
Sheets Smith Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$25.5K | – | 524 |
|
|
2023
Q3 | $25.5K | Buy |
+1,000
| New | +$25.5K | ﹤0.01% | 423 |
|
|
2019
Q2 | – | Sell |
-8,000
| Closed | -$204K | – | 336 |
|
|
2019
Q1 | $204K | Hold |
8,000
| – | – | 0.04% | 304 |
|
|
2018
Q4 | $201K | Buy |
+8,000
| New | +$201K | 0.05% | 263 |
|
|
2018
Q2 | – | Sell |
-9,000
| Closed | -$224K | – | 339 |
|
|
2018
Q1 | $224K | Hold |
9,000
| – | – | 0.05% | 286 |
|
|
2017
Q4 | $227K | Buy |
+9,000
| New | +$227K | 0.05% | 299 |
|