Wealthstar 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
Q2 | – | Sell |
-15,728
| Closed | -$408K | – | 151 |
|
|
2024
Q1 | $408K | Hold |
15,728
| – | – | 0.14% | 88 |
|
|
2023
Q4 | $408K | Hold |
15,728
| – | – | 0.07% | 86 |
|
|
2023
Q3 | $404K | Hold |
15,728
| – | – | 0.16% | 67 |
|
|
2023
Q2 | $405K | Hold |
15,728
| – | – | 0.17% | 54 |
|
|
2023
Q1 | $407K | Hold |
15,728
| – | – | 0.15% | 57 |
|
|
2022
Q4 | $405K | Hold |
15,728
| – | – | 0.18% | 56 |
|
|
2022
Q3 | $401K | Buy |
15,728
+2,147
| +16% | +$54.7K | 0.19% | 55 |
|
|
2022
Q2 | $353K | Hold |
13,581
| – | – | 0.14% | 66 |
|
|
2022
Q1 | $353K | Hold |
13,581
| – | – | 0.13% | 68 |
|
|
2021
Q4 | $364K | Buy |
13,581
+3,714
| +38% | +$99.5K | 0.12% | 60 |
|
|
2021
Q3 | $266K | Buy |
9,867
+1,851
| +23% | +$49.9K | 0.08% | 71 |
|
|
2021
Q2 | $217K | Buy |
+8,016
| New | +$217K | 0.07% | 93 |
|
|
2020
Q1 | $200K | Buy |
+7,645
| New | +$200K | 0.14% | 51 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 100 |
|