Advisornet Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-660
| Closed | -$17K | – | 2016 |
|
|
2020
Q1 | $17K | Sell |
660
-225
| -25% | -$5.8K | ﹤0.01% | 1111 |
|
|
2019
Q4 | $23K | Sell |
885
-580
| -40% | -$15.1K | ﹤0.01% | 1153 |
|
|
2019
Q3 | $37K | Hold |
1,465
| – | – | ﹤0.01% | 1010 |
|
|
2019
Q2 | $37K | Hold |
1,465
| – | – | ﹤0.01% | 899 |
|
|
2019
Q1 | $37K | Buy |
1,465
+225
| +18% | +$5.68K | ﹤0.01% | 823 |
|
|
2018
Q4 | $31K | Hold |
1,240
| – | – | ﹤0.01% | 810 |
|
|
2018
Q3 | $31K | Sell |
1,240
-270
| -18% | -$6.75K | ﹤0.01% | 846 |
|
|
2018
Q2 | $38K | Hold |
1,510
| – | – | 0.01% | 787 |
|
|
2018
Q1 | $38K | Hold |
1,510
| – | – | 0.01% | 770 |
|
|
2017
Q4 | $38K | Buy |
+1,510
| New | +$38K | 0.01% | 717 |
|