Rockbridge Investment Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-955
| Closed | -$24.3K | – | 716 |
|
|
2022
Q1 | $24.3K | Hold |
955
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $26K | Hold |
955
| – | – | ﹤0.01% | 446 |
|
|
2021
Q3 | $26K | Hold |
955
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $26K | Hold |
955
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $26K | Hold |
955
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $26K | Hold |
955
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $26K | Hold |
955
| – | – | 0.01% | 341 |
|
|
2020
Q2 | $26K | Buy |
+955
| New | +$26K | 0.01% | 303 |
|