SVWAG
IBMK
Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,661
| Closed | -$331K | – | 301 |
|
|
2021
Q3 | $331K | Buy |
12,661
+3,074
| +32% | +$80.4K | 0.07% | 218 |
|
|
2021
Q2 | $252K | Buy |
9,587
+1,198
| +14% | +$31.5K | 0.05% | 251 |
|
|
2021
Q1 | $221K | Hold |
8,389
| – | – | 0.05% | 250 |
|
|
2020
Q4 | $221K | Buy |
+8,389
| New | +$221K | 0.05% | 237 |
|