Shufro Rose & Co’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,895
| Closed | -$202K | – | 336 |
|
|
2023
Q4 | $202K | Hold |
7,895
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $202K | Hold |
7,895
| – | – | 0.02% | 267 |
|
|
2023
Q2 | $201K | Hold |
7,895
| – | – | 0.02% | 273 |
|
|
2023
Q1 | $201K | Hold |
7,895
| – | – | 0.02% | 276 |
|
|
2022
Q4 | $200K | Buy |
+7,895
| New | +$200K | 0.02% | 289 |
|