Whitegate Investment Counselors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,725
| Closed | -$435K | – | 218 |
|
|
2021
Q3 | $435K | Hold |
16,725
| – | – | 0.06% | 168 |
|
|
2021
Q2 | $437K | Hold |
16,725
| – | – | 0.06% | 167 |
|
|
2021
Q1 | $438K | Hold |
16,725
| – | – | 0.07% | 162 |
|
|
2020
Q4 | $438K | Hold |
16,725
| – | – | 0.07% | 155 |
|
|
2020
Q3 | $440K | Buy |
16,725
+7,050
| +73% | +$185K | 0.08% | 149 |
|
|
2020
Q2 | $254K | Buy |
+9,675
| New | +$254K | 0.05% | 174 |
|