Sigma Planning Corp’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,085
| Closed | -$262K | – | 1277 |
|
|
2024
Q1 | $262K | Buy |
+10,085
| New | +$262K | 0.01% | 1018 |
|
|
2023
Q4 | – | Sell |
-12,537
| Closed | -$322K | – | 1222 |
|
|
2023
Q3 | $322K | Buy |
12,537
+1,790
| +17% | +$46K | 0.01% | 892 |
|
|
2023
Q2 | $277K | Buy |
+10,747
| New | +$277K | 0.01% | 973 |
|
|
2021
Q4 | – | Sell |
-8,423
| Closed | -$227K | – | 1487 |
|
|
2021
Q3 | $227K | Buy |
8,423
+17
| +0.2% | +$458 | 0.01% | 1188 |
|
|
2021
Q2 | $227K | Buy |
8,406
+665
| +9% | +$18K | 0.01% | 1202 |
|
|
2021
Q1 | $209K | Buy |
7,741
+12
| +0.2% | +$324 | 0.01% | 1168 |
|
|
2020
Q4 | $209K | Buy |
+7,729
| New | +$209K | 0.01% | 1068 |
|