WFG 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $41K | Buy |
1,562
+1,160
| +289% | +$30.4K | 0.01% | 748 |
|
2017
Q1 | $10K | Sell |
402
-955
| -70% | -$23.8K | ﹤0.01% | 1089 |
|
2016
Q4 | $34K | Sell |
1,357
-3,810
| -74% | -$95.5K | 0.01% | 813 |
|
2016
Q3 | $136K | Buy |
5,167
+2,760
| +115% | +$72.6K | 0.03% | 455 |
|
2016
Q2 | $64K | Buy |
2,407
+7
| +0.3% | +$186 | 0.02% | 629 |
|
2016
Q1 | $63K | Buy |
+2,400
| New | +$63K | 0.02% | 603 |
|