WA
IBML

Waterford Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Waterford Advisors’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-99,985
Closed -$2.55M – 55
2023
Q2 		$2.55M Sell
99,985
-1,535
-2% -$39.1K 1.23% 18
2023
Q1 		$2.58M Buy
101,520
+200
+0.2% +$5.09K 1.4% 17
2022
Q4 		$2.57M Buy
+101,320
New +$2.57M 1.5% 17