Stratos Wealth Advisors’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
Q1 | – | Sell |
-11,102
| Closed | -$288K | – | 746 |
|
|
2023
Q4 | $288K | Hold |
11,102
| – | – | 0.02% | 563 |
|
|
2023
Q3 | $285K | Hold |
11,102
| – | – | 0.02% | 540 |
|
|
2023
Q2 | $286K | Hold |
11,102
| – | – | 0.02% | 515 |
|
|
2023
Q1 | $287K | Buy |
11,102
+3,100
| +39% | +$80.2K | 0.02% | 500 |
|
|
2022
Q4 | $206K | Buy |
+8,002
| New | +$206K | 0.02% | 545 |
|