Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$282K Sell
2023
Q2
$332K Sell
2023
Q1
$371K Hold
2022
Q4
$370K Buy
2022
Q3
$296K Sell
2022
Q2
$9.93M Buy
2022
Q1
$9.58M Buy
2021
Q4
$8.26M Buy
2021
Q3
$7.78M Buy
2021
Q2
$7.18M Buy
2021
Q1
$6.61M Buy
2020
Q4
$5.58M Buy
2020
Q3
$3.75M Buy
2020
Q2
$784K Buy
2020
Q1
$627K Buy
2019
Q4
$512K Buy
2019
Q3
$295K Buy