EP Wealth 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 | – | Sell |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $1.89M | Sell |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.97M | Buy |
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|
2019
Q4 | $1.26M | Buy |
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