Lantz Financial’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 |
-16,869
| Closed | -$437K | – | 192 |
|
|
2022
Q3 | $437K | Hold |
16,869
| – | – | 0.23% | 102 |
|
|
2022
Q2 | $437K | Sell |
16,869
-4,776
| -22% | -$124K | 0.2% | 106 |
|
|
2022
Q1 | $561K | Sell |
21,645
-644
| -3% | -$16.7K | 0.23% | 98 |
|
|
2021
Q4 | $581K | Sell |
22,289
-531
| -2% | -$13.8K | 0.27% | 87 |
|
|
2021
Q3 | $597K | Hold |
22,820
| – | – | 0.31% | 81 |
|
|
2021
Q2 | $599K | Hold |
22,820
| – | – | 0.31% | 79 |
|
|
2021
Q1 | $601K | Sell |
22,820
-1,516
| -6% | -$39.9K | 0.34% | 67 |
|
|
2020
Q4 | $641K | Buy |
+24,336
| New | +$641K | 0.4% | 65 |
|