Capital Directions Investment Advisors’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 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $728K | Hold |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $808K | Sell |
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|
2021
Q3 | $889K | Hold |
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|
2021
Q2 | $892K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $895K | Hold |
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|
2020
Q3 | $900K | Buy |
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|
2020
Q2 | $820K | Hold |
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|
2020
Q1 | $808K | Buy |
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|
2019
Q4 | $740K | Hold |
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|
2019
Q3 | $740K | Hold |
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|
2019
Q2 | $739K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $924K | Buy |
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