Peloton Wealth Strategists’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 |
-13,500
| Closed | -$350K | – | 89 |
|
|
2022
Q3 | $350K | Hold |
13,500
| – | – | 0.18% | 75 |
|
|
2022
Q2 | $350K | Hold |
13,500
| – | – | 0.17% | 74 |
|
|
2022
Q1 | $350K | Hold |
13,500
| – | – | 0.15% | 75 |
|
|
2021
Q4 | $352K | Hold |
13,500
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $353K | Hold |
13,500
| – | – | 0.14% | 76 |
|
|
2021
Q2 | $355K | Sell |
13,500
-4,000
| -23% | -$105K | 0.15% | 76 |
|
|
2021
Q1 | $461K | Hold |
17,500
| – | – | 0.22% | 72 |
|
|
2020
Q4 | $461K | Hold |
17,500
| – | – | 0.23% | 69 |
|
|
2020
Q3 | $464K | Sell |
17,500
-1,000
| -5% | -$26.5K | 0.26% | 64 |
|
|
2020
Q2 | $489K | Buy |
18,500
+1,000
| +6% | +$26.4K | 0.31% | 61 |
|
|
2020
Q1 | $455K | Hold |
17,500
| – | – | 0.37% | 60 |
|
|
2019
Q4 | $458K | Buy |
17,500
+3,000
| +21% | +$78.5K | 0.28% | 61 |
|
|
2019
Q3 | $379K | Buy |
+14,500
| New | +$379K | 0.24% | 62 |
|