WealthBridge Capital 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
Q4 | – | Sell |
-12,898
| Closed | -$337K | – | 214 |
|
|
2024
Q3 | $337K | Buy |
12,898
+3,443
| +36% | +$89.9K | 0.1% | 141 |
|
|
2024
Q2 | $246K | Sell |
9,455
-164
| -2% | -$4.27K | 0.08% | 154 |
|
|
2024
Q1 | $250K | Sell |
9,619
-126
| -1% | -$3.27K | 0.08% | 153 |
|
|
2023
Q4 | $253K | Sell |
9,745
-834
| -8% | -$21.6K | 0.09% | 140 |
|
|
2023
Q3 | $272K | Sell |
10,579
-56
| -0.5% | -$1.44K | 0.11% | 132 |
|
|
2023
Q2 | $274K | Sell |
10,635
-668
| -6% | -$17.2K | 0.11% | 140 |
|
|
2023
Q1 | $292K | Buy |
11,303
+1,759
| +18% | +$45.5K | 0.12% | 144 |
|
|
2022
Q4 | $246K | Buy |
+9,544
| New | +$246K | 0.1% | 165 |
|
|
2019
Q2 | – | Sell |
-4,700
| Closed | -$122K | – | 999 |
|
|
2019
Q1 | $122K | Buy |
+4,700
| New | +$122K | 0.08% | 165 |
|