Weaver Consulting Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,220
| Closed | -$33K | – | 1016 |
|
2020
Q3 | $33K | Hold |
1,220
| – | – | 0.02% | 326 |
|
2020
Q2 | $33K | Hold |
1,220
| – | – | 0.02% | 314 |
|
2020
Q1 | $32K | Sell |
1,220
-1,280
| -51% | -$33.6K | 0.02% | 273 |
|
2019
Q4 | $66K | Hold |
2,500
| – | – | 0.04% | 208 |
|
2019
Q3 | $66K | Hold |
2,500
| – | – | 0.04% | 206 |
|
2019
Q2 | $66K | Hold |
2,500
| – | – | 0.04% | 195 |
|
2019
Q1 | $65K | Buy |
+2,500
| New | +$65K | 0.02% | 419 |
|