1834 Investment Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,406
| Closed | -$311K | – | 178 |
|
|
2017
Q2 | $311K | Sell |
11,406
-4,056
| -26% | -$111K | 0.06% | 142 |
|
|
2017
Q1 | $421K | Sell |
15,462
-11,400
| -42% | -$310K | 0.08% | 136 |
|
|
2016
Q4 | $731K | Hold |
26,862
| – | – | 0.15% | 102 |
|
|
2016
Q3 | $734K | Hold |
26,862
| – | – | 0.16% | 97 |
|
|
2016
Q2 | $735K | Sell |
26,862
-1,000
| -4% | -$27.4K | 0.16% | 108 |
|
|
2016
Q1 | $764K | Hold |
27,862
| – | – | 0.17% | 101 |
|
|
2015
Q4 | $762K | Buy |
27,862
+1,200
| +5% | +$32.8K | 0.18% | 101 |
|
|
2015
Q3 | $733K | Buy |
+26,662
| New | +$733K | 0.18% | 104 |
|