Stratos Wealth Partners’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 |
-165,817
| Closed | -$4.33M | – | 1565 |
|
|
2024
Q3 | $4.33M | Buy |
165,817
+3,183
| +2% | +$83.1K | 0.06% | 295 |
|
|
2024
Q2 | $4.24M | Buy |
162,634
+43,710
| +37% | +$1.14M | 0.07% | 279 |
|
|
2024
Q1 | $3.09M | Buy |
118,924
+13,221
| +13% | +$343K | 0.05% | 338 |
|
|
2023
Q4 | $2.74M | Buy |
105,703
+33,583
| +47% | +$871K | 0.05% | 337 |
|
|
2023
Q3 | $1.85M | Buy |
+72,120
| New | +$1.85M | 0.04% | 392 |
|