AWM
IBMK
AllSquare Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-29,290
| Closed | -$759K | – | 544 |
|
|
2022
Q2 | $759K | Hold |
29,290
| – | – | 0.52% | 25 |
|
|
2022
Q1 | $759K | Hold |
29,290
| – | – | 0.46% | 31 |
|
|
2021
Q4 | $763K | Hold |
29,290
| – | – | 0.44% | 30 |
|
|
2021
Q3 | $767K | Hold |
29,290
| – | – | 0.46% | 30 |
|
|
2021
Q2 | $769K | Hold |
29,290
| – | – | 0.45% | 30 |
|
|
2021
Q1 | $771K | Hold |
29,290
| – | – | 0.48% | 29 |
|
|
2020
Q4 | $772K | Hold |
29,290
| – | – | 0.52% | 27 |
|
|
2020
Q3 | $776K | Hold |
29,290
| – | – | 0.56% | 24 |
|
|
2020
Q2 | $774K | Hold |
29,290
| – | – | 0.58% | 23 |
|
|
2020
Q1 | $762K | Hold |
29,290
| – | – | 0.66% | 18 |
|
|
2019
Q4 | $766K | Hold |
29,290
| – | – | 0.53% | 25 |
|
|
2019
Q3 | $766K | Hold |
29,290
| – | – | 0.57% | 23 |
|
|
2019
Q2 | $765K | Hold |
29,290
| – | – | 0.57% | 24 |
|
|
2019
Q1 | $760K | Hold |
29,290
| – | – | 0.57% | 23 |
|
|
2018
Q4 | $750K | Hold |
29,290
| – | – | 0.62% | 23 |
|
|
2018
Q3 | $744K | Buy |
+29,290
| New | +$744K | 0.55% | 25 |
|