Steward Partners Investment Advisory’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 |
-1,948
| Closed | -$50K | – | 3497 |
|
|
2022
Q3 | $50K | Hold |
1,948
| – | – | ﹤0.01% | 1794 |
|
|
2022
Q2 | $50K | Hold |
1,948
| – | – | ﹤0.01% | 1816 |
|
|
2022
Q1 | $50K | Hold |
1,948
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q4 | $51K | Hold |
1,948
| – | – | ﹤0.01% | 1902 |
|
|
2021
Q3 | $51K | Sell |
1,948
-655
| -25% | -$17.1K | ﹤0.01% | 1891 |
|
|
2021
Q2 | $68K | Hold |
2,603
| – | – | ﹤0.01% | 2773 |
|
|
2021
Q1 | $68.6K | Hold |
2,603
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q4 | $69K | Hold |
2,603
| – | – | ﹤0.01% | 1523 |
|
|
2020
Q3 | $69K | Hold |
2,603
| – | – | ﹤0.01% | 1363 |
|
|
2020
Q2 | $69K | Hold |
2,603
| – | – | ﹤0.01% | 1286 |
|
|
2020
Q1 | $67K | Buy |
2,603
+5
| +0.2% | +$129 | ﹤0.01% | 1161 |
|
|
2019
Q4 | $67K | Hold |
2,598
| – | – | ﹤0.01% | 1279 |
|
|
2019
Q3 | $67K | Hold |
2,598
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q2 | $67K | Buy |
+2,598
| New | +$67K | ﹤0.01% | 1224 |
|