SFA
IBML

Source Financial Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Source Financial Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-82,380
Closed -$2.1M – 126
2023
Q3 		$2.1M Hold
82,380
– – 0.71% 32
2023
Q2 		$2.1M Buy
+82,380
New +$2.1M 0.69% 28