Alterna Wealth Management’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
Q4 | $413K | Buy |
15,665
+614
| +4% | +$16.2K | 0.52% | 48 |
|
2020
Q3 | $399K | Buy |
15,051
+798
| +6% | +$21.2K | 0.58% | 39 |
|
2020
Q2 | $377K | Sell |
14,253
-2,749
| -16% | -$72.7K | 0.45% | 51 |
|
2020
Q1 | $442K | Sell |
17,002
-1,549
| -8% | -$40.3K | 0.64% | 38 |
|
2019
Q4 | $485K | Sell |
18,551
-2,845
| -13% | -$74.4K | 0.54% | 42 |
|
2019
Q3 | $559K | Buy |
21,396
+5,450
| +34% | +$142K | 0.66% | 38 |
|
2019
Q2 | $416K | Sell |
15,946
-3,253
| -17% | -$84.9K | 0.5% | 52 |
|
2019
Q1 | $498K | Buy |
19,199
+7,818
| +69% | +$203K | 0.42% | 62 |
|
2018
Q4 | $292K | Buy |
+11,381
| New | +$292K | 0.05% | 257 |
|