Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $4.28M | Sell |
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|
2019
Q4 | $5.18M | Buy |
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|
2019
Q3 | $5.05M | Sell |
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|
2019
Q2 | $5.25M | Buy |
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|
2019
Q1 | $5.17M | Buy |
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|
2018
Q4 | $5.07M | Sell |
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|
2018
Q3 | $5.12M | Buy |
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|
2018
Q2 | $5.08M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $2.62M | Buy |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $1.14M | Buy |
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|
2016
Q4 | $989K | Buy |
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