Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $280K | Sell |
10,810
-11,063
| -51% | -$287K | 0.02% | 311 |
|
|
2022
Q1 | $567K | Buy |
21,873
+595
| +3% | +$15.4K | 0.04% | 244 |
|
|
2021
Q4 | $555K | Buy |
21,278
+1,368
| +7% | +$35.7K | 0.04% | 225 |
|
|
2021
Q3 | $521K | Buy |
19,910
+997
| +5% | +$26.1K | 0.04% | 219 |
|
|
2021
Q2 | $497K | Sell |
18,913
-1,211
| -6% | -$31.8K | 0.04% | 229 |
|
|
2021
Q1 | $530K | Sell |
20,124
-11,088
| -36% | -$292K | 0.04% | 203 |
|
|
2020
Q4 | $823K | Sell |
31,212
-7,024
| -18% | -$185K | 0.07% | 120 |
|
|
2020
Q3 | $1.01M | Sell |
38,236
-267
| -0.7% | -$7.07K | 0.11% | 94 |
|
|
2020
Q2 | $1.02M | Sell |
38,503
-887
| -2% | -$23.4K | 0.11% | 90 |
|
|
2020
Q1 | $1.03M | Sell |
39,390
-330
| -0.8% | -$8.59K | 0.14% | 79 |
|
|
2019
Q4 | $1.04M | Sell |
39,720
-3,055
| -7% | -$79.9K | 0.12% | 94 |
|
|
2019
Q3 | $1.12M | Buy |
42,775
+10,663
| +33% | +$279K | 0.15% | 83 |
|
|
2019
Q2 | $839K | Sell |
32,112
-500
| -2% | -$13.1K | 0.12% | 105 |
|
|
2019
Q1 | $846K | Buy |
32,612
+13,106
| +67% | +$340K | 0.14% | 96 |
|
|
2018
Q4 | $500K | Sell |
19,506
-5,181
| -21% | -$133K | 0.1% | 144 |
|
|
2018
Q3 | $627K | Buy |
24,687
+6,964
| +39% | +$177K | 0.12% | 136 |
|
|
2018
Q2 | $452K | Sell |
17,723
-2,238
| -11% | -$57.1K | 0.12% | 130 |
|
|
2018
Q1 | $509K | Buy |
19,961
+5,627
| +39% | +$143K | 0.2% | 82 |
|
|
2017
Q4 | $369K | Buy |
+14,334
| New | +$369K | 0.17% | 99 |
|