Beacon Pointe Advisors’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 |
-41,799
| Closed | -$1.09M | – | 1118 |
|
|
2022
Q3 | $1.09M | Buy |
41,799
+5,878
| +16% | +$153K | 0.02% | 445 |
|
|
2022
Q2 | $931K | Sell |
35,921
-12,752
| -26% | -$331K | 0.02% | 483 |
|
|
2022
Q1 | $1.26M | Buy |
48,673
+15,814
| +48% | +$410K | 0.02% | 554 |
|
|
2021
Q4 | $856K | Buy |
+32,859
| New | +$856K | 0.02% | 408 |
|
|
2021
Q3 | – | Sell |
-62,136
| Closed | -$1.63M | – | 987 |
|
|
2021
Q2 | $1.63M | Buy |
62,136
+151
| +0.2% | +$3.97K | 0.06% | 251 |
|
|
2021
Q1 | $1.63M | Buy |
61,985
+110
| +0.2% | +$2.9K | 0.1% | 160 |
|
|
2020
Q4 | $1.63M | Buy |
61,875
+238
| +0.4% | +$6.27K | 0.11% | 147 |
|
|
2020
Q3 | $1.63M | Buy |
61,637
+165
| +0.3% | +$4.37K | 0.16% | 123 |
|
|
2020
Q2 | $1.62M | Buy |
61,472
+3,808
| +7% | +$101K | 0.16% | 120 |
|
|
2020
Q1 | $1.5M | Buy |
+57,664
| New | +$1.5M | 0.24% | 91 |
|