Steward Partners Investment Advisory’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,987
| Closed | -$50.5K | – | 3404 |
|
|
2023
Q1 | $50.5K | Hold |
1,987
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q4 | $50.4K | Hold |
1,987
| – | – | ﹤0.01% | 1836 |
|
|
2022
Q3 | $50K | Hold |
1,987
| – | – | ﹤0.01% | 1793 |
|
|
2022
Q2 | $51K | Hold |
1,987
| – | – | ﹤0.01% | 1804 |
|
|
2022
Q1 | $51K | Hold |
1,987
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q4 | $51K | Hold |
1,987
| – | – | ﹤0.01% | 1900 |
|
|
2021
Q3 | $52K | Sell |
1,987
-655
| -25% | -$17.1K | ﹤0.01% | 1882 |
|
|
2021
Q2 | $69K | Hold |
2,642
| – | – | ﹤0.01% | 2753 |
|
|
2021
Q1 | $69.1K | Hold |
2,642
| – | – | ﹤0.01% | 1819 |
|
|
2020
Q4 | $69K | Hold |
2,642
| – | – | ﹤0.01% | 1522 |
|
|
2020
Q3 | $69K | Hold |
2,642
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q2 | $69K | Hold |
2,642
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q1 | $67K | Buy |
2,642
+5
| +0.2% | +$127 | ﹤0.01% | 1160 |
|
|
2019
Q4 | $68K | Hold |
2,637
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q3 | $67K | Hold |
2,637
| – | – | ﹤0.01% | 1235 |
|
|
2019
Q2 | $67K | Buy |
+2,637
| New | +$67K | ﹤0.01% | 1223 |
|