BA
IBMK
BKS Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-28,000
| Closed | -$715K | – | 245 |
|
|
2018
Q2 | $715K | Hold |
28,000
| – | – | 0.25% | 95 |
|
|
2018
Q1 | $714K | Hold |
28,000
| – | – | 0.26% | 96 |
|
|
2017
Q4 | $719K | Buy |
28,000
+1,200
| +4% | +$30.8K | 0.26% | 92 |
|
|
2017
Q3 | $699K | Buy |
+26,800
| New | +$699K | 0.27% | 90 |
|
|
2017
Q2 | – | Sell |
-20,000
| Closed | -$515K | – | 213 |
|
|
2017
Q1 | $515K | Buy |
+20,000
| New | +$515K | 0.23% | 112 |
|