WSTAM
IBMK
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140,722
| Closed | -$3.65M | – | 504 |
|
|
2022
Q2 | $3.65M | Sell |
140,722
-38,777
| -22% | -$1M | 0.15% | 109 |
|
|
2022
Q1 | $4.65M | Sell |
179,499
-101,737
| -36% | -$2.63M | 0.19% | 96 |
|
|
2021
Q4 | $7.33M | Buy |
281,236
+7,255
| +3% | +$189K | 0.26% | 91 |
|
|
2021
Q3 | $7.17M | Buy |
273,981
+14,966
| +6% | +$392K | 0.28% | 86 |
|
|
2021
Q2 | $6.8M | Buy |
259,015
+15,197
| +6% | +$399K | 0.27% | 83 |
|
|
2021
Q1 | $6.42M | Buy |
243,818
+28,374
| +13% | +$747K | 0.28% | 82 |
|
|
2020
Q4 | $5.68M | Buy |
215,444
+74,918
| +53% | +$1.97M | 0.27% | 84 |
|
|
2020
Q3 | $3.72M | Buy |
140,526
+112,446
| +400% | +$2.98M | 0.2% | 96 |
|
|
2020
Q2 | $742K | Buy |
28,080
+4,684
| +20% | +$124K | 0.05% | 188 |
|
|
2020
Q1 | $608K | Buy |
23,396
+3,776
| +19% | +$98.1K | 0.05% | 198 |
|
|
2019
Q4 | $513K | Buy |
19,620
+6,057
| +45% | +$158K | 0.03% | 244 |
|
|
2019
Q3 | $355K | Buy |
13,563
+3,726
| +38% | +$97.5K | 0.02% | 282 |
|
|
2019
Q2 | $257K | Hold |
9,837
| – | – | 0.02% | 345 |
|
|
2019
Q1 | $255K | Buy |
+9,837
| New | +$255K | 0.02% | 339 |
|