Estate Counselors’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
Q1 | – | Sell |
-2,800
| Closed | -$72K | – | 177 |
|
|
2021
Q4 | $72K | Sell |
2,800
-20,440
| -88% | -$526K | 0.01% | 142 |
|
|
2021
Q3 | $608K | Sell |
23,240
-104,775
| -82% | -$2.74M | 0.08% | 117 |
|
|
2021
Q2 | $3.36M | Buy |
128,015
+4,730
| +4% | +$124K | 0.44% | 47 |
|
|
2021
Q1 | $3.25M | Buy |
123,285
+9,550
| +8% | +$252K | 0.48% | 50 |
|
|
2020
Q4 | $3M | Sell |
113,735
-500
| -0.4% | -$13.2K | 0.45% | 53 |
|
|
2020
Q3 | $3.03M | Buy |
114,235
+4,080
| +4% | +$108K | 0.47% | 49 |
|
|
2020
Q2 | $2.92M | Buy |
110,155
+1,910
| +2% | +$50.5K | 0.47% | 50 |
|
|
2020
Q1 | $2.82M | Buy |
108,245
+830
| +0.8% | +$21.6K | 0.46% | 49 |
|
|
2019
Q4 | $2.81M | Buy |
+107,415
| New | +$2.81M | 0.41% | 55 |
|