Sigma Planning Corp’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 |
-10,880
| Closed | -$278K | – | 1211 |
|
|
2023
Q3 | $278K | Buy |
10,880
+49
| +0.5% | +$1.25K | 0.01% | 951 |
|
|
2023
Q2 | $276K | Buy |
+10,831
| New | +$276K | 0.01% | 974 |
|
|
2021
Q4 | – | Sell |
-8,721
| Closed | -$227K | – | 1470 |
|
|
2021
Q3 | $227K | Buy |
8,721
+23
| +0.3% | +$599 | 0.01% | 1186 |
|
|
2021
Q2 | $227K | Buy |
8,698
+698
| +9% | +$18.2K | 0.01% | 1201 |
|
|
2021
Q1 | $209K | Buy |
8,000
+16
| +0.2% | +$418 | 0.01% | 1167 |
|
|
2020
Q4 | $209K | Buy |
+7,984
| New | +$209K | 0.01% | 1067 |
|