Altium Wealth Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $521K | Buy |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $530K | Sell |
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|
2020
Q4 | $823K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $839K | Sell |
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|
2019
Q1 | $846K | Buy |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $627K | Buy |
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|
2018
Q2 | $452K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $369K | Buy |
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