Lee 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 |
-10,183
| Closed | -$264K | – | 1005 |
|
|
2022
Q3 | $264K | Hold |
10,183
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $264K | Hold |
10,183
| – | – | 0.05% | 130 |
|
|
2022
Q1 | $264K | Hold |
10,183
| – | – | 0.05% | 131 |
|
|
2021
Q4 | $265K | Hold |
10,183
| – | – | 0.05% | 129 |
|
|
2021
Q3 | $267K | Hold |
10,183
| – | – | 0.06% | 118 |
|
|
2021
Q2 | $267K | Hold |
10,183
| – | – | 0.06% | 119 |
|
|
2021
Q1 | $268K | Hold |
10,183
| – | – | 0.06% | 119 |
|
|
2020
Q4 | $268K | Hold |
10,183
| – | – | 0.07% | 112 |
|
|
2020
Q3 | $270K | Hold |
10,183
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $269K | Hold |
10,183
| – | – | 0.07% | 104 |
|
|
2020
Q1 | $265K | Hold |
10,183
| – | – | 0.09% | 92 |
|
|
2019
Q4 | $266K | Hold |
10,183
| – | – | 0.06% | 111 |
|
|
2019
Q3 | $266K | Hold |
10,183
| – | – | 0.06% | 108 |
|
|
2019
Q2 | $266K | Hold |
10,183
| – | – | 0.06% | 116 |
|
|
2019
Q1 | $264K | Hold |
10,183
| – | – | 0.06% | 115 |
|
|
2018
Q4 | $261K | Hold |
10,183
| – | – | 0.07% | 102 |
|
|
2018
Q3 | $259K | Hold |
10,183
| – | – | 0.06% | 110 |
|
|
2018
Q2 | $260K | Buy |
+10,183
| New | +$260K | 0.06% | 137 |
|