Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-120,964
| Closed | -$3.13M | – | 2437 |
|
|
2022
Q3 | $3.13M | Sell |
120,964
-33,645
| -22% | -$871K | 0.19% | 111 |
|
|
2022
Q2 | $4.01M | Sell |
154,609
-65,857
| -30% | -$1.71M | 0.17% | 134 |
|
|
2022
Q1 | $5.71M | Sell |
220,466
-6,556
| -3% | -$170K | 0.15% | 142 |
|
|
2021
Q4 | $5.92M | Buy |
227,022
+5,345
| +2% | +$139K | 0.13% | 158 |
|
|
2021
Q3 | $5.8M | Sell |
221,677
-7,567
| -3% | -$198K | 0.15% | 152 |
|
|
2021
Q2 | $6.02M | Sell |
229,244
-28,771
| -11% | -$756K | 0.16% | 147 |
|
|
2021
Q1 | $6.8M | Buy |
+258,015
| New | +$6.8M | 0.18% | 131 |
|