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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $51K | Sell |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $68.5K | Hold |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $67K | Hold |
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|
2019
Q3 | $67K | Hold |
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|
2019
Q2 | $67K | Buy |
|