Signature Estate & Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-92,539
| Closed | -$2.5M | – | 179 |
|
|
2021
Q1 | $2.5M | Sell |
92,539
-14,369
| -13% | -$388K | 0.12% | 61 |
|
|
2020
Q4 | $2.9M | Sell |
106,908
-5,800
| -5% | -$157K | 0.16% | 56 |
|
|
2020
Q3 | $3.05M | Sell |
112,708
-17,608
| -14% | -$477K | 0.19% | 56 |
|
|
2020
Q2 | $3.52M | Sell |
130,316
-13,356
| -9% | -$360K | 0.25% | 50 |
|
|
2020
Q1 | $3.76M | Sell |
143,672
-23,090
| -14% | -$604K | 0.3% | 48 |
|
|
2019
Q4 | $4.41M | Buy |
166,762
+44,802
| +37% | +$1.18M | 0.27% | 57 |
|
|
2019
Q3 | $3.21M | Buy |
121,960
+45,902
| +60% | +$1.21M | 0.21% | 62 |
|
|
2019
Q2 | $2M | Sell |
76,058
-22,780
| -23% | -$598K | 0.13% | 71 |
|
|
2019
Q1 | $2.57M | Buy |
+98,838
| New | +$2.57M | 0.17% | 69 |
|