Royal Harbor Partners’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 |
-22,120
| Closed | -$573K | – | 78 |
|
|
2022
Q3 | $573K | Buy |
+22,120
| New | +$573K | 0.39% | 46 |
|
|
2020
Q3 | – | Sell |
-14,952
| Closed | -$395K | – | 90 |
|
|
2020
Q2 | $395K | Sell |
14,952
-5,077
| -25% | -$134K | 0.39% | 65 |
|
|
2020
Q1 | $521K | Buy |
20,029
+4,482
| +29% | +$117K | 0.6% | 52 |
|
|
2019
Q4 | $407K | Buy |
+15,547
| New | +$407K | 0.39% | 43 |
|