Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-786
| Closed | -$20 | – | 540 |
|
|
2019
Q3 | $20 | Hold |
786
| – | – | ﹤0.01% | 388 |
|
|
2019
Q2 | $20K | Hold |
786
| – | – | 0.01% | 344 |
|
|
2019
Q1 | $20K | Hold |
786
| – | – | 0.01% | 362 |
|
|
2018
Q4 | $20K | Hold |
786
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $20K | Hold |
786
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $20K | Hold |
786
| – | – | 0.01% | 401 |
|
|
2018
Q1 | $20K | Buy |
+786
| New | +$20K | 0.01% | 360 |
|