Wealthstar Advisors’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 |
-11,893
| Closed | -$309K | – | 96 |
|
|
2022
Q3 | $309K | Hold |
11,893
| – | – | 0.15% | 74 |
|
|
2022
Q2 | $309K | Hold |
11,893
| – | – | 0.12% | 72 |
|
|
2022
Q1 | $309K | Sell |
11,893
-2,869
| -19% | -$74.5K | 0.11% | 77 |
|
|
2021
Q4 | $385K | Buy |
14,762
+3,826
| +35% | +$99.8K | 0.13% | 59 |
|
|
2021
Q3 | $286K | Buy |
10,936
+1,909
| +21% | +$49.9K | 0.09% | 68 |
|
|
2021
Q2 | $237K | Buy |
+9,027
| New | +$237K | 0.07% | 88 |
|
|
2020
Q1 | $225K | Buy |
+8,646
| New | +$225K | 0.16% | 45 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 94 |
|