Stockman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,266
| Closed | -$242K | – | 187 |
|
|
2024
Q3 | $242K | Hold |
9,266
| – | – | 0.04% | 158 |
|
|
2024
Q2 | $241K | Hold |
9,266
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $240K | Sell |
9,266
-1,063
| -10% | -$27.6K | 0.04% | 156 |
|
|
2023
Q4 | $268K | Hold |
10,329
| – | – | 0.05% | 142 |
|
|
2023
Q3 | $265K | Hold |
10,329
| – | – | 0.06% | 146 |
|
|
2023
Q2 | $266K | Hold |
10,329
| – | – | 0.06% | 159 |
|
|
2023
Q1 | $267K | Hold |
10,329
| – | – | 0.06% | 168 |
|
|
2022
Q4 | $266K | Hold |
10,329
| – | – | 0.06% | 162 |
|
|
2022
Q3 | $263K | Hold |
10,329
| – | – | 0.07% | 151 |
|
|
2022
Q2 | $269K | Hold |
10,329
| – | – | 0.07% | 157 |
|
|
2022
Q1 | $269K | Hold |
10,329
| – | – | 0.06% | 163 |
|
|
2021
Q4 | $277K | Hold |
10,329
| – | – | 0.06% | 169 |
|
|
2021
Q3 | $278K | Hold |
10,329
| – | – | 0.06% | 162 |
|
|
2021
Q2 | $279K | Hold |
10,329
| – | – | 0.07% | 158 |
|
|
2021
Q1 | $279K | Hold |
10,329
| – | – | 0.08% | 148 |
|
|
2020
Q4 | $280K | Buy |
10,329
+1,063
| +11% | +$28.8K | 0.09% | 141 |
|
|
2020
Q3 | $251K | Buy |
+9,266
| New | +$251K | 0.09% | 132 |
|