Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,336
| Closed | -$113K | – | 2910 |
|
|
2021
Q3 | $113K | Sell |
4,336
-247
| -5% | -$6.44K | ﹤0.01% | 1121 |
|
|
2021
Q2 | $120K | Sell |
4,583
-2,425
| -35% | -$63.5K | ﹤0.01% | 1093 |
|
|
2021
Q1 | $184K | Hold |
7,008
| – | – | 0.01% | 1002 |
|
|
2020
Q4 | $114K | Buy |
7,008
+2,672
| +62% | +$43.5K | ﹤0.01% | 1086 |
|
|
2020
Q3 | $114K | Hold |
4,336
| – | – | 0.01% | 893 |
|
|
2020
Q2 | $114K | Buy |
4,336
+1,260
| +41% | +$33.1K | 0.01% | 860 |
|
|
2020
Q1 | $80K | Hold |
3,076
| – | – | 0.01% | 924 |
|
|
2019
Q4 | $80K | Buy |
+3,076
| New | +$80K | ﹤0.01% | 1043 |
|