SkyOak Wealth’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
Q3 | – | Sell |
-10,011
| Closed | -$263K | – | 257 |
|
|
2021
Q2 | $263K | Hold |
10,011
| – | – | 0.07% | 188 |
|
|
2021
Q1 | $264K | Buy |
10,011
+2,148
| +27% | +$56.6K | 0.07% | 186 |
|
|
2020
Q4 | $207K | Hold |
7,863
| – | – | 0.06% | 200 |
|
|
2020
Q3 | $208K | Hold |
7,863
| – | – | 0.07% | 185 |
|
|
2020
Q2 | $208K | Hold |
7,863
| – | – | 0.08% | 215 |
|
|
2020
Q1 | $205K | Hold |
7,863
| – | – | 0.1% | 189 |
|
|
2019
Q4 | $206K | Buy |
+7,863
| New | +$206K | 0.06% | 285 |
|