Advisornet Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-390
| Closed | -$10K | – | 1965 |
|
2020
Q1 | $10K | Sell |
390
-600
| -61% | -$15.4K | ﹤0.01% | 1265 |
|
2019
Q4 | $26K | Sell |
990
-1,100
| -53% | -$28.9K | ﹤0.01% | 1109 |
|
2019
Q3 | $55K | Sell |
2,090
-1,045
| -33% | -$27.5K | 0.01% | 864 |
|
2019
Q2 | $82K | Hold |
3,135
| – | – | 0.01% | 664 |
|
2019
Q1 | $81K | Buy |
3,135
+200
| +7% | +$5.17K | 0.01% | 610 |
|
2018
Q4 | $75K | Buy |
2,935
+400
| +16% | +$10.2K | 0.01% | 592 |
|
2018
Q3 | $64K | Hold |
2,535
| – | – | 0.01% | 664 |
|
2018
Q2 | $65K | Hold |
2,535
| – | – | 0.01% | 647 |
|
2018
Q1 | $65K | Buy |
2,535
+1,760
| +227% | +$45.1K | 0.01% | 632 |
|
2017
Q4 | $20K | Buy |
+775
| New | +$20K | ﹤0.01% | 868 |
|