Level Four Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-13,700
| Closed | -$350K | – | 629 |
|
2018
Q2 | $350K | Hold |
13,700
| – | – | 0.03% | 441 |
|
2018
Q1 | $349K | Hold |
13,700
| – | – | 0.03% | 410 |
|
2017
Q4 | $352K | Hold |
13,700
| – | – | 0.03% | 417 |
|
2017
Q3 | $357K | Hold |
13,700
| – | – | 0.03% | 382 |
|
2017
Q2 | $353K | Hold |
13,700
| – | – | 0.05% | 327 |
|
2017
Q1 | $353K | Hold |
13,700
| – | – | 0.04% | 381 |
|
2016
Q4 | $347K | Buy |
+13,700
| New | +$347K | 0.04% | 342 |
|