IHT 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-10,311
| Closed | -$267K | – | 955 |
|
2022
Q3 | $267K | Buy |
10,311
+28
| +0.3% | +$725 | 0.02% | 662 |
|
2022
Q2 | $266K | Buy |
10,283
+26
| +0.3% | +$673 | 0.02% | 567 |
|
2022
Q1 | $266K | Sell |
10,257
-10,071
| -50% | -$261K | 0.02% | 615 |
|
2021
Q4 | $530K | Buy |
20,328
+89
| +0.4% | +$2.32K | 0.04% | 419 |
|
2021
Q3 | $530K | Buy |
20,239
+10,220
| +102% | +$268K | 0.04% | 409 |
|
2021
Q2 | $263K | Buy |
+10,019
| New | +$263K | 0.02% | 764 |
|