Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $469K | Buy |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $8.18M | Buy |
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|
2021
Q3 | $7.76M | Buy |
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|
2021
Q2 | $7.16M | Buy |
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|
2021
Q1 | $6.09M | Buy |
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|
2020
Q4 | $5.32M | Buy |
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|
2020
Q3 | $3.27M | Buy |
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|
2020
Q2 | $763K | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $465K | Buy |
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|
2019
Q3 | $249K | Buy |
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