Willow Creek Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,258
| Closed | -$260K | – | 135 |
|
|
2022
Q4 | $260K | Hold |
10,258
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $259K | Buy |
10,258
+900
| +10% | +$22.7K | 0.05% | 98 |
|
|
2022
Q2 | $239K | Hold |
9,358
| – | – | 0.04% | 111 |
|
|
2022
Q1 | $238K | Hold |
9,358
| – | – | 0.05% | 107 |
|
|
2021
Q4 | $243K | Buy |
9,358
+1,000
| +12% | +$26K | 0.05% | 112 |
|
|
2021
Q3 | $217K | Hold |
8,358
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $218K | Hold |
8,358
| – | – | 0.05% | 107 |
|
|
2021
Q1 | $219K | Hold |
8,358
| – | – | 0.08% | 88 |
|
|
2020
Q4 | $219K | Buy |
+8,358
| New | +$219K | 0.08% | 85 |
|