Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-12,880
| Closed | -$329K | – | 208 |
|
|
2018
Q2 | $329K | Hold |
12,880
| – | – | 0.15% | 127 |
|
|
2018
Q1 | $328K | Hold |
12,880
| – | – | 0.16% | 127 |
|
|
2017
Q4 | $336K | Hold |
12,880
| – | – | 0.21% | 112 |
|
|
2017
Q3 | $336K | Hold |
12,880
| – | – | 0.21% | 110 |
|
|
2017
Q2 | $335K | Hold |
12,880
| – | – | 0.21% | 108 |
|
|
2017
Q1 | $332K | Sell |
12,880
-220
| -2% | -$5.67K | 0.2% | 111 |
|
|
2016
Q4 | $332K | Buy |
+13,100
| New | +$332K | 0.26% | 83 |
|