Tradition 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
Q1 | – | Sell |
-2,774
| Closed | -$72K | – | 1264 |
|
|
2023
Q4 | $72K | Buy |
2,774
+13
| +0.5% | +$337 | 0.01% | 545 |
|
|
2023
Q3 | $71K | Buy |
2,761
+609
| +28% | +$15.7K | 0.01% | 528 |
|
|
2023
Q2 | $55K | Buy |
2,152
+9
| +0.4% | +$230 | 0.01% | 603 |
|
|
2023
Q1 | $55K | Buy |
2,143
+6
| +0.3% | +$154 | 0.01% | 588 |
|
|
2022
Q4 | $55K | Sell |
2,137
-19,235
| -90% | -$495K | 0.01% | 508 |
|
|
2022
Q3 | $545K | Buy |
21,372
+6
| +0% | +$153 | 0.08% | 149 |
|
|
2022
Q2 | $556K | Buy |
21,366
+19,250
| +910% | +$501K | 0.08% | 154 |
|
|
2022
Q1 | $55K | Buy |
2,116
+403
| +24% | +$10.5K | 0.01% | 495 |
|
|
2021
Q4 | $46K | Buy |
1,713
+4
| +0.2% | +$107 | 0.01% | 549 |
|
|
2021
Q3 | $46K | Buy |
1,709
+4
| +0.2% | +$108 | 0.01% | 525 |
|
|
2021
Q2 | $46K | Buy |
1,705
+4
| +0.2% | +$108 | 0.01% | 554 |
|
|
2021
Q1 | $46K | Buy |
1,701
+1
| +0.1% | +$27 | 0.01% | 453 |
|
|
2020
Q4 | $46K | Buy |
+1,700
| New | +$46K | 0.01% | 431 |
|