Creative Planning’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 |
-20,609
| Closed | -$534K | – | 2511 |
|
|
2022
Q3 | $534K | Sell |
20,609
-45,690
| -69% | -$1.18M | ﹤0.01% | 1286 |
|
|
2022
Q2 | $1.72M | Buy |
66,299
+46,063
| +228% | +$1.19M | ﹤0.01% | 767 |
|
|
2022
Q1 | $525K | Sell |
20,236
-3,762
| -16% | -$97.6K | ﹤0.01% | 1297 |
|
|
2021
Q4 | $625K | Sell |
23,998
-11,702
| -33% | -$305K | ﹤0.01% | 1190 |
|
|
2021
Q3 | $935K | Buy |
35,700
+6,958
| +24% | +$182K | ﹤0.01% | 979 |
|
|
2021
Q2 | $755K | Buy |
+28,742
| New | +$755K | ﹤0.01% | 1063 |
|