Cedar Brook Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,727
| Closed | -$464K | – | 395 |
|
|
2021
Q3 | $464K | Buy |
17,727
+18
| +0.1% | +$471 | 0.14% | 174 |
|
|
2021
Q2 | $465K | Buy |
17,709
+18
| +0.1% | +$473 | 0.13% | 187 |
|
|
2021
Q1 | $466K | Buy |
17,691
+13
| +0.1% | +$342 | 0.16% | 153 |
|
|
2020
Q4 | $466K | Sell |
17,678
-3,772
| -18% | -$99.4K | 0.16% | 150 |
|
|
2020
Q3 | $568K | Buy |
21,450
+3,821
| +22% | +$101K | 0.22% | 123 |
|
|
2020
Q2 | $466K | Sell |
17,629
-7,641
| -30% | -$202K | 0.21% | 138 |
|
|
2020
Q1 | $657K | Sell |
25,270
-3,008
| -11% | -$78.2K | 0.36% | 79 |
|
|
2019
Q4 | $740K | Buy |
28,278
+45
| +0.2% | +$1.18K | 0.31% | 87 |
|
|
2019
Q3 | $738K | Buy |
28,233
+34
| +0.1% | +$889 | 0.33% | 94 |
|
|
2019
Q2 | $737K | Buy |
28,199
+35
| +0.1% | +$915 | 0.34% | 90 |
|
|
2019
Q1 | $731K | Buy |
28,164
+24
| +0.1% | +$623 | 0.36% | 81 |
|
|
2018
Q4 | $721K | Buy |
+28,140
| New | +$721K | 0.44% | 72 |
|