WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $18.8M | Buy |
746,061
+51,688
| +7% | +$1.3M | 0.53% | 43 |
|
|
2023
Q4 | $17.6M | Buy |
694,373
+44,996
| +7% | +$1.14M | 0.54% | 42 |
|
|
2023
Q3 | $15.9M | Buy |
649,377
+55,216
| +9% | +$1.35M | 0.55% | 42 |
|
|
2023
Q2 | $14.9M | Buy |
594,161
+24,039
| +4% | +$603K | 0.49% | 49 |
|
|
2023
Q1 | $14.5M | Buy |
570,122
+10,411
| +2% | +$265K | 0.5% | 49 |
|
|
2022
Q4 | $14M | Buy |
559,711
+45,591
| +9% | +$1.14M | 0.53% | 43 |
|
|
2022
Q3 | $12.5M | Buy |
514,120
+354,340
| +222% | +$8.64M | 0.54% | 40 |
|
|
2022
Q2 | $4.02M | Buy |
159,780
+19,099
| +14% | +$481K | 0.17% | 106 |
|
|
2022
Q1 | $3.49M | Buy |
140,681
+54,336
| +63% | +$1.35M | 0.14% | 120 |
|
|
2021
Q4 | $2.34M | Buy |
86,345
+37,255
| +76% | +$1.01M | 0.08% | 152 |
|
|
2021
Q3 | $1.33M | Buy |
+49,090
| New | +$1.33M | 0.05% | 193 |
|