CFS Investment Advisory Services’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 |
-1,760,982
| Closed | -$1.76M | – | 294 |
|
|
2022
Q3 | $1.76M | Buy |
1,760,982
+1,695,718
| +2,598% | +$1.7M | 0.41% | 39 |
|
|
2022
Q2 | $1.69M | Sell |
65,264
-1,726,171
| -96% | -$44.7M | 0.26% | 86 |
|
|
2022
Q1 | $69K | Buy |
1,791,435
+1,723,644
| +2,543% | +$66.4K | 0.3% | 50 |
|
|
2021
Q4 | $1.76M | Sell |
67,791
-3,424
| -5% | -$89K | 0.24% | 95 |
|
|
2021
Q3 | $1.86M | Buy |
+71,215
| New | +$1.86M | 0.26% | 94 |
|
|
2020
Q4 | $2.44M | Buy |
+92,624
| New | +$2.44M | 0.39% | 45 |
|