WHCI
IBML
W.H. Cornerstone Investments’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,710
| Closed | -$299K | – | 141 |
|
|
2023
Q3 | $299K | Sell |
11,710
-9,803
| -46% | -$250K | 0.26% | 92 |
|
|
2023
Q2 | $548K | Buy |
21,513
+79
| +0.4% | +$2.01K | 0.49% | 60 |
|
|
2023
Q1 | $545K | Sell |
21,434
-811
| -4% | -$20.6K | 0.49% | 61 |
|
|
2022
Q4 | $565K | Sell |
22,245
-4,096
| -16% | -$104K | 0.54% | 57 |
|
|
2022
Q3 | $665K | Buy |
+26,341
| New | +$665K | 0.7% | 50 |
|