JNBA Financial Advisors’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 |
-2,577
| Closed | -$67K | – | 712 |
|
2022
Q3 | $67K | Hold |
2,577
| – | – | 0.01% | 253 |
|
2022
Q2 | $67K | Hold |
2,577
| – | – | 0.01% | 255 |
|
2022
Q1 | $67K | Hold |
2,577
| – | – | 0.01% | 260 |
|
2021
Q4 | $67K | Hold |
2,577
| – | – | 0.01% | 272 |
|
2021
Q3 | $67K | Hold |
2,577
| – | – | 0.01% | 263 |
|
2021
Q2 | $68K | Sell |
2,577
-762
| -23% | -$20.1K | 0.01% | 261 |
|
2021
Q1 | $88K | Hold |
3,339
| – | – | 0.01% | 230 |
|
2020
Q4 | $88K | Buy |
+3,339
| New | +$88K | 0.01% | 216 |
|