Sigma Planning Corp’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-9,718
| Closed | -$254K | – | 1475 |
|
2021
Q3 | $254K | Buy |
9,718
+28
| +0.3% | +$732 | 0.01% | 1137 |
|
2021
Q2 | $254K | Buy |
9,690
+706
| +8% | +$18.5K | 0.01% | 1159 |
|
2021
Q1 | $237K | Buy |
8,984
+19
| +0.2% | +$501 | 0.01% | 1098 |
|
2020
Q4 | $236K | Buy |
8,965
+794
| +10% | +$20.9K | 0.01% | 995 |
|
2020
Q3 | $217K | Buy |
8,171
+28
| +0.3% | +$744 | 0.01% | 916 |
|
2020
Q2 | $215K | Buy |
+8,143
| New | +$215K | 0.01% | 903 |
|