Avantax Planning Partners’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
Q4 | – | Sell |
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|
2022
Q3 | $1.2M | Hold |
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|
2022
Q2 | $1.2M | Hold |
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2022
Q1 | $1.2M | Hold |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.34M | Sell |
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|
2019
Q4 | $1.66M | Sell |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $893K | Hold |
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|
2018
Q3 | $886K | Buy |
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|
2018
Q2 | $845K | Buy |
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|
2018
Q1 | $587K | Buy |
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