WSTAM
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $19M | Buy |
753,826
+42,842
| +6% | +$1.08M | 0.53% | 42 |
|
|
2023
Q4 | $18.2M | Buy |
710,984
+77,332
| +12% | +$1.98M | 0.56% | 38 |
|
|
2023
Q3 | $15.5M | Buy |
633,652
+28,035
| +5% | +$684K | 0.54% | 46 |
|
|
2023
Q2 | $15.2M | Buy |
605,617
+22,099
| +4% | +$556K | 0.5% | 46 |
|
|
2023
Q1 | $14.9M | Buy |
583,518
+10,515
| +2% | +$269K | 0.52% | 43 |
|
|
2022
Q4 | $14.4M | Buy |
573,003
+62,185
| +12% | +$1.56M | 0.55% | 39 |
|
|
2022
Q3 | $12.4M | Buy |
+510,818
| New | +$12.4M | 0.53% | 43 |
|