Gofen & Glossberg’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
Q3 | – | Sell |
-12,125
| Closed | -$314K | – | 591 |
|
|
2022
Q2 | $314K | Sell |
12,125
-7,500
| -38% | -$194K | 0.01% | 410 |
|
|
2022
Q1 | $509K | Hold |
19,625
| – | – | 0.01% | 340 |
|
|
2021
Q4 | $511K | Hold |
19,625
| – | – | 0.01% | 355 |
|
|
2021
Q3 | $514K | Sell |
19,625
-2,000
| -9% | -$52.4K | 0.01% | 343 |
|
|
2021
Q2 | $568K | Buy |
21,625
+3,500
| +19% | +$91.9K | 0.01% | 317 |
|
|
2021
Q1 | $477K | Sell |
18,125
-3,000
| -14% | -$79K | 0.01% | 335 |
|
|
2020
Q4 | $557K | Buy |
21,125
+3,250
| +18% | +$85.7K | 0.02% | 299 |
|
|
2020
Q3 | $474K | Buy |
+17,875
| New | +$474K | 0.01% | 301 |
|