SPA
IBMK
Sentinel Pension Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62,053
| Closed | -$1.61M | – | 89 |
|
|
2022
Q3 | $1.61M | Sell |
62,053
-44,738
| -42% | -$1.16M | 0.56% | 30 |
|
|
2022
Q2 | $2.77M | Buy |
106,791
+9,070
| +9% | +$235K | 0.93% | 23 |
|
|
2022
Q1 | $2.53M | Sell |
97,721
-1,196
| -1% | -$31K | 0.86% | 26 |
|
|
2021
Q4 | $2.58M | Buy |
98,917
+1,982
| +2% | +$51.7K | 0.81% | 25 |
|
|
2021
Q3 | $2.54M | Buy |
96,935
+3,070
| +3% | +$80.4K | 0.86% | 23 |
|
|
2021
Q2 | $2.47M | Buy |
93,865
+9,139
| +11% | +$240K | 0.86% | 25 |
|
|
2021
Q1 | $2.28M | Sell |
84,726
-2,572
| -3% | -$69.2K | 0.84% | 24 |
|
|
2020
Q4 | $2.3M | Sell |
87,298
-3,787
| -4% | -$99.8K | 0.84% | 26 |
|
|
2020
Q3 | $2.41M | Buy |
91,085
+7,790
| +9% | +$206K | 0.93% | 24 |
|
|
2020
Q2 | $2.2M | Buy |
83,295
+3,366
| +4% | +$88.9K | 0.92% | 22 |
|
|
2020
Q1 | $2.08M | Buy |
79,929
+11,016
| +16% | +$287K | 1.01% | 22 |
|
|
2019
Q4 | $1.8M | Buy |
+68,913
| New | +$1.8M | 1.17% | 15 |
|