Waterford Advisors’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 |
-13,538
| Closed | -$353K | – | 54 |
|
|
2024
Q3 | $353K | Sell |
13,538
-4,046
| -23% | -$106K | 0.18% | 37 |
|
|
2024
Q2 | $458K | Sell |
17,584
-195
| -1% | -$5.08K | 0.19% | 34 |
|
|
2024
Q1 | $461K | Hold |
17,779
| – | – | 0.2% | 38 |
|
|
2023
Q4 | $461K | Buy |
+17,779
| New | +$461K | 0.22% | 31 |
|
|
2023
Q3 | – | Sell |
-18,117
| Closed | -$467K | – | 56 |
|
|
2023
Q2 | $467K | Hold |
18,117
| – | – | 0.22% | 34 |
|
|
2023
Q1 | $469K | Hold |
18,117
| – | – | 0.25% | 33 |
|
|
2022
Q4 | $467K | Buy |
+18,117
| New | +$467K | 0.27% | 31 |
|