Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-957
| Closed | -$24.8K | – | 818 |
|
|
2022
Q1 | $24.8K | Hold |
957
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $25K | Hold |
957
| – | – | ﹤0.01% | 455 |
|
|
2021
Q3 | $25K | Hold |
957
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $25K | Hold |
957
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $25K | Hold |
957
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $25K | Hold |
957
| – | – | 0.01% | 387 |
|
|
2020
Q3 | $25K | Hold |
957
| – | – | 0.01% | 353 |
|
|
2020
Q2 | $25K | Buy |
+957
| New | +$25K | 0.01% | 315 |
|