Tradition 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 |
-24,051
| Closed | -$623K | – | 1229 |
|
|
2022
Q3 | $623K | Buy |
24,051
+6
| +0% | +$155 | 0.09% | 136 |
|
|
2022
Q2 | $623K | Buy |
24,045
+19,287
| +405% | +$500K | 0.09% | 143 |
|
|
2022
Q1 | $123K | Sell |
4,758
-596
| -11% | -$15.4K | 0.02% | 367 |
|
|
2021
Q4 | $140K | Buy |
5,354
+8
| +0.1% | +$209 | 0.02% | 347 |
|
|
2021
Q3 | $140K | Buy |
5,346
+4
| +0.1% | +$105 | 0.02% | 321 |
|
|
2021
Q2 | $140K | Buy |
5,342
+5
| +0.1% | +$131 | 0.02% | 338 |
|
|
2021
Q1 | $141K | Buy |
5,337
+2
| +0% | +$53 | 0.02% | 281 |
|
|
2020
Q4 | $141K | Buy |
+5,335
| New | +$141K | 0.03% | 266 |
|