Phillips Financial Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.94M | Hold |
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|
2022
Q2 | $1.94M | Hold |
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2022
Q1 | $1.94M | Hold |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $2.63M | Hold |
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|
2021
Q2 | $2.64M | Buy |
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|
2021
Q1 | $2.55M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $2.45M | Hold |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | $2.01M | Buy |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $995K | Buy |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $386K | Hold |
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|
2018
Q4 | $382K | Buy |
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