SVWAG
IBML
Sound View Wealth Advisors Group’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 |
-34,608
| Closed | -$883K | – | 398 |
|
|
2023
Q3 | $883K | Hold |
34,608
| – | – | 0.11% | 158 |
|
|
2023
Q2 | $882K | Sell |
34,608
-672
| -2% | -$17.1K | 0.12% | 162 |
|
|
2023
Q1 | $897K | Buy |
+35,280
| New | +$897K | 0.12% | 160 |
|
|
2022
Q4 | – | Sell |
-23,098
| Closed | -$583K | – | 399 |
|
|
2022
Q3 | $583K | Sell |
23,098
-1,583
| -6% | -$40K | 0.13% | 146 |
|
|
2022
Q2 | $629K | Buy |
24,681
+5,261
| +27% | +$134K | 0.13% | 145 |
|
|
2022
Q1 | $495K | Buy |
19,420
+4,185
| +27% | +$107K | 0.09% | 178 |
|
|
2021
Q4 | $395K | Buy |
15,235
+2,243
| +17% | +$58.2K | 0.07% | 199 |
|
|
2021
Q3 | $338K | Buy |
+12,992
| New | +$338K | 0.07% | 212 |
|