Avantax Planning Partners’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 |
-46,438
| Closed | -$1.2M | – | 383 |
|
|
2022
Q3 | $1.2M | Hold |
46,438
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $1.2M | Hold |
46,438
| – | – | 0.05% | 133 |
|
|
2022
Q1 | $1.2M | Hold |
46,438
| – | – | 0.05% | 141 |
|
|
2021
Q4 | $1.21M | Buy |
46,438
+278
| +0.6% | +$7.24K | 0.05% | 145 |
|
|
2021
Q3 | $1.21M | Sell |
46,160
-997
| -2% | -$26.1K | 0.06% | 125 |
|
|
2021
Q2 | $1.24M | Sell |
47,157
-14,443
| -23% | -$379K | 0.06% | 120 |
|
|
2021
Q1 | $1.62M | Buy |
61,600
+7,458
| +14% | +$196K | 0.08% | 99 |
|
|
2020
Q4 | $1.43M | Buy |
54,142
+3,861
| +8% | +$102K | 0.07% | 105 |
|
|
2020
Q3 | $1.33M | Buy |
50,281
+207
| +0.4% | +$5.48K | 0.07% | 109 |
|
|
2020
Q2 | $1.32M | Sell |
50,074
-1,295
| -3% | -$34.2K | 0.07% | 106 |
|
|
2020
Q1 | $1.34M | Sell |
51,369
-11,970
| -19% | -$311K | 0.09% | 89 |
|
|
2019
Q4 | $1.66M | Sell |
63,339
-1,562
| -2% | -$40.9K | 0.1% | 78 |
|
|
2019
Q3 | $1.7M | Buy |
64,901
+1,322
| +2% | +$34.6K | 0.1% | 78 |
|
|
2019
Q2 | $1.66M | Buy |
63,579
+21,414
| +51% | +$558K | 0.11% | 75 |
|
|
2019
Q1 | $1.09M | Buy |
42,165
+7,296
| +21% | +$189K | 0.08% | 97 |
|
|
2018
Q4 | $893K | Hold |
34,869
| – | – | 0.07% | 104 |
|
|
2018
Q3 | $886K | Buy |
34,869
+1,760
| +5% | +$44.7K | 0.07% | 91 |
|
|
2018
Q2 | $845K | Buy |
33,109
+10,096
| +44% | +$258K | 0.08% | 92 |
|
|
2018
Q1 | $587K | Buy |
+23,013
| New | +$587K | 0.05% | 158 |
|