Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,962
| Closed | -$50.8K | – | 3432 |
|
|
2023
Q1 | $50.8K | Hold |
1,962
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q4 | $50.5K | Sell |
1,962
-1,800
| -48% | -$46.4K | ﹤0.01% | 1835 |
|
|
2022
Q3 | $96K | Buy |
3,762
+1,800
| +92% | +$45.9K | ﹤0.01% | 1516 |
|
|
2022
Q2 | $51K | Hold |
1,962
| – | – | ﹤0.01% | 1805 |
|
|
2022
Q1 | $51K | Hold |
1,962
| – | – | ﹤0.01% | 1912 |
|
|
2021
Q4 | $53K | Hold |
1,962
| – | – | ﹤0.01% | 1881 |
|
|
2021
Q3 | $53K | Sell |
1,962
-655
| -25% | -$17.7K | ﹤0.01% | 1867 |
|
|
2021
Q2 | $71K | Hold |
2,617
| – | – | ﹤0.01% | 2709 |
|
|
2021
Q1 | $70.6K | Hold |
2,617
| – | – | ﹤0.01% | 1808 |
|
|
2020
Q4 | $71K | Hold |
2,617
| – | – | ﹤0.01% | 1503 |
|
|
2020
Q3 | $71K | Hold |
2,617
| – | – | ﹤0.01% | 1354 |
|
|
2020
Q2 | $71K | Hold |
2,617
| – | – | ﹤0.01% | 1278 |
|
|
2020
Q1 | $68K | Buy |
2,617
+5
| +0.2% | +$130 | ﹤0.01% | 1156 |
|
|
2019
Q4 | $69K | Hold |
2,612
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q3 | $68K | Hold |
2,612
| – | – | ﹤0.01% | 1230 |
|
|
2019
Q2 | $68K | Buy |
+2,612
| New | +$68K | ﹤0.01% | 1216 |
|