WA
IBML
Wealthstar Advisors’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 |
-10,380
| Closed | -$265K | – | 140 |
|
|
2023
Q3 | $265K | Hold |
10,380
| – | – | 0.1% | 93 |
|
|
2023
Q2 | $265K | Hold |
10,380
| – | – | 0.11% | 66 |
|
|
2023
Q1 | $264K | Hold |
10,380
| – | – | 0.1% | 79 |
|
|
2022
Q4 | $263K | Hold |
10,380
| – | – | 0.12% | 80 |
|
|
2022
Q3 | $262K | Buy |
10,380
+2,200
| +27% | +$55.5K | 0.12% | 80 |
|
|
2022
Q2 | $209K | Hold |
8,180
| – | – | 0.08% | 83 |
|
|
2022
Q1 | $208K | Hold |
8,180
| – | – | 0.08% | 87 |
|
|
2021
Q4 | $212K | Hold |
8,180
| – | – | 0.07% | 79 |
|
|
2021
Q3 | $213K | Buy |
+8,180
| New | +$213K | 0.06% | 83 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 100 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 93 |
|