Archford Capital Strategies’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 |
-10,946
| Closed | -$284K | – | 295 |
|
|
2022
Q3 | $284K | Sell |
10,946
-1,428
| -12% | -$37.1K | 0.07% | 236 |
|
|
2022
Q2 | $321K | Hold |
12,374
| – | – | 0.08% | 221 |
|
|
2022
Q1 | $321K | Buy |
12,374
+2,348
| +23% | +$60.9K | 0.07% | 227 |
|
|
2021
Q4 | $261K | Buy |
10,026
+108
| +1% | +$2.81K | 0.06% | 268 |
|
|
2021
Q3 | $260K | Hold |
9,918
| – | – | 0.06% | 274 |
|
|
2021
Q2 | $260K | Buy |
+9,918
| New | +$260K | 0.07% | 260 |
|
|
2021
Q1 | – | Sell |
-8,460
| Closed | -$223K | – | 283 |
|
|
2020
Q4 | $223K | Buy |
8,460
+425
| +5% | +$11.2K | 0.05% | 258 |
|
|
2020
Q3 | $213K | Sell |
8,035
-570
| -7% | -$15.1K | 0.06% | 245 |
|
|
2020
Q2 | $227K | Buy |
+8,605
| New | +$227K | 0.07% | 232 |
|