Stratos Wealth Partners’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
Q4 | – | Sell |
-26,581
| Closed | -$678K | – | 1436 |
|
|
2023
Q3 | $678K | Buy |
+26,581
| New | +$678K | 0.01% | 700 |
|
|
2018
Q4 | – | Sell |
-6,000
| Closed | -$149K | – | 2648 |
|
|
2018
Q3 | $149K | Buy |
+6,000
| New | +$149K | 0.01% | 954 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$100K | – | 2731 |
|
|
2018
Q1 | $100K | Buy |
+4,000
| New | +$100K | ﹤0.01% | 1207 |
|