Sound View Wealth Advisors Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $588K | Sell |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $339K | Buy |
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