FFW
IBMK
Fusion Family Wealth’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,394
| Closed | -$407K | – | 111 |
|
|
2020
Q2 | $407K | Sell |
15,394
-149,225
| -91% | -$3.95M | 0.1% | 25 |
|
|
2020
Q1 | $4.28M | Sell |
164,619
-33,329
| -17% | -$867K | 1.15% | 16 |
|
|
2019
Q4 | $5.18M | Buy |
197,948
+4,728
| +2% | +$124K | 1.19% | 15 |
|
|
2019
Q3 | $5.05M | Sell |
193,220
-7,597
| -4% | -$199K | 1.34% | 14 |
|
|
2019
Q2 | $5.25M | Buy |
200,817
+1,571
| +0.8% | +$41K | 1.31% | 15 |
|
|
2019
Q1 | $5.17M | Buy |
199,246
+1,142
| +0.6% | +$29.6K | 1.43% | 15 |
|
|
2018
Q4 | $5.07M | Sell |
198,104
-3,433
| -2% | -$87.9K | 1.49% | 15 |
|
|
2018
Q3 | $5.12M | Buy |
201,537
+2,471
| +1% | +$62.8K | 1.37% | 15 |
|
|
2018
Q2 | $5.08M | Buy |
199,066
+89,836
| +82% | +$2.29M | 1.43% | 18 |
|
|
2018
Q1 | $2.79M | Buy |
109,230
+7,011
| +7% | +$179K | 0.94% | 17 |
|
|
2017
Q4 | $2.62M | Buy |
102,219
+44,571
| +77% | +$1.14M | 0.66% | 21 |
|
|
2017
Q3 | $1.5M | Buy |
57,648
+7,242
| +14% | +$189K | 0.51% | 27 |
|
|
2017
Q2 | $1.31M | Buy |
50,406
+6,260
| +14% | +$163K | 0.45% | 30 |
|
|
2017
Q1 | $1.14M | Buy |
44,146
+5,466
| +14% | +$141K | 0.43% | 30 |
|
|
2016
Q4 | $989K | Buy |
+38,680
| New | +$989K | 0.58% | 27 |
|