SIC
IBMK
Sigma Investment Counselors’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 |
-60,460
| Closed | -$1.57M | – | 190 |
|
|
2022
Q3 | $1.57M | Sell |
60,460
-700
| -1% | -$18.1K | 0.13% | 85 |
|
|
2022
Q2 | $1.59M | Hold |
61,160
| – | – | 0.13% | 82 |
|
|
2022
Q1 | $1.59M | Sell |
61,160
-300
| -0.5% | -$7.78K | 0.11% | 86 |
|
|
2021
Q4 | $1.6M | Hold |
61,460
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $1.61M | Hold |
61,460
| – | – | 0.12% | 83 |
|
|
2021
Q2 | $1.61M | Hold |
61,460
| – | – | 0.12% | 84 |
|
|
2021
Q1 | $1.62M | Hold |
61,460
| – | – | 0.13% | 82 |
|
|
2020
Q4 | $1.62M | Buy |
61,460
+26,550
| +76% | +$700K | 0.14% | 80 |
|
|
2020
Q3 | $925K | Buy |
34,910
+13,720
| +65% | +$364K | 0.18% | 74 |
|
|
2020
Q2 | $560K | Hold |
21,190
| – | – | 0.06% | 102 |
|
|
2020
Q1 | $551K | Buy |
21,190
+6,000
| +39% | +$156K | 0.07% | 99 |
|
|
2019
Q4 | $397K | Buy |
15,190
+6,500
| +75% | +$170K | 0.04% | 113 |
|
|
2019
Q3 | $227K | Buy |
+8,690
| New | +$227K | 0.03% | 144 |
|