WSTAM
IBMM
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $202K | Sell |
7,786
-3,111
| -29% | -$80.7K | 0.01% | 515 |
|
|
2023
Q4 | $283K | Hold |
10,897
| – | – | 0.01% | 441 |
|
|
2023
Q3 | $280K | Sell |
10,897
-3,498
| -24% | -$89.9K | 0.01% | 420 |
|
|
2023
Q2 | $371K | Sell |
14,395
-3,807
| -21% | -$98.1K | 0.01% | 375 |
|
|
2023
Q1 | $471K | Hold |
18,202
| – | – | 0.02% | 313 |
|
|
2022
Q4 | $469K | Buy |
18,202
+2,466
| +16% | +$63.5K | 0.02% | 317 |
|
|
2022
Q3 | $401K | Sell |
15,736
-419,359
| -96% | -$10.7M | 0.02% | 313 |
|
|
2022
Q2 | $11.3M | Buy |
435,095
+31,113
| +8% | +$809K | 0.48% | 48 |
|
|
2022
Q1 | $10.4M | Buy |
403,982
+98,777
| +32% | +$2.54M | 0.42% | 57 |
|
|
2021
Q4 | $8.18M | Buy |
305,205
+17,040
| +6% | +$457K | 0.28% | 82 |
|
|
2021
Q3 | $7.76M | Buy |
288,165
+22,955
| +9% | +$618K | 0.3% | 77 |
|
|
2021
Q2 | $7.16M | Buy |
265,210
+39,414
| +17% | +$1.06M | 0.28% | 81 |
|
|
2021
Q1 | $6.1M | Buy |
225,796
+29,558
| +15% | +$798K | 0.26% | 84 |
|
|
2020
Q4 | $5.32M | Buy |
196,238
+75,555
| +63% | +$2.05M | 0.25% | 88 |
|
|
2020
Q3 | $3.27M | Buy |
120,683
+92,413
| +327% | +$2.5M | 0.18% | 103 |
|
|
2020
Q2 | $763K | Buy |
28,270
+6,982
| +33% | +$188K | 0.05% | 185 |
|
|
2020
Q1 | $557K | Buy |
21,288
+3,702
| +21% | +$96.9K | 0.04% | 203 |
|
|
2019
Q4 | $465K | Buy |
17,586
+8,109
| +86% | +$214K | 0.03% | 257 |
|
|
2019
Q3 | $249K | Buy |
+9,477
| New | +$249K | 0.02% | 352 |
|