Apollon 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
Q4 | – | Sell |
-34,400
| Closed | -$891K | – | 922 |
|
|
2022
Q3 | $891K | Sell |
34,400
-3,800
| -10% | -$98.4K | 0.07% | 286 |
|
|
2022
Q2 | $990K | Hold |
38,200
| – | – | 0.08% | 257 |
|
|
2022
Q1 | $990K | Hold |
38,200
| – | – | 0.07% | 282 |
|
|
2021
Q4 | $995K | Buy |
38,200
+3,000
| +9% | +$78.1K | 0.07% | 284 |
|
|
2021
Q3 | $922K | Buy |
+35,200
| New | +$922K | 0.13% | 153 |
|