TWP
IBMM

Triad Wealth Partners’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Triad Wealth Partners’s Portfolio IBMM Stock Details IBMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-77,100
Closed -$2.01M – 180
2024
Q3 		$2.01M Buy
77,100
+38,550
+100% +$1.01M 1.07% 30
2024
Q2 		$1M Buy
+38,550
New +$1M 0.53% 26