1IA
IBMH
1834 Investment Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,416
| Closed | -$290K | – | 510 |
|
|
2019
Q2 | $290K | Buy |
11,416
+180
| +2% | +$4.57K | 0.04% | 157 |
|
|
2019
Q1 | $286K | Buy |
11,236
+120
| +1% | +$3.05K | 0.04% | 157 |
|
|
2018
Q4 | $282K | Hold |
11,116
| – | – | 0.05% | 151 |
|
|
2018
Q3 | $282K | Hold |
11,116
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $282K | Buy |
11,116
+1,000
| +10% | +$25.4K | 0.04% | 159 |
|
|
2018
Q1 | $256K | Hold |
10,116
| – | – | 0.04% | 161 |
|
|
2017
Q4 | $256K | Buy |
10,116
+2,000
| +25% | +$50.6K | 0.04% | 158 |
|
|
2017
Q3 | $207K | Hold |
8,116
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $207K | Buy |
+8,116
| New | +$207K | 0.04% | 165 |
|