AIA
IBMH
Alerus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $727K | Buy |
28,318
+390
| +1% | +$10K | 0.13% | 101 |
|
|
2015
Q4 | $716K | Buy |
27,928
+27,317
| +4,471% | +$700K | 0.12% | 102 |
|
|
2015
Q3 | $16K | Sell |
611
-11,476
| -95% | -$301K | ﹤0.01% | 138 |
|
|
2015
Q2 | $307K | Hold |
12,087
| – | – | 0.05% | 113 |
|
|
2015
Q1 | $309K | Buy |
12,087
+466
| +4% | +$11.9K | 0.05% | 113 |
|
|
2014
Q4 | $295K | Hold |
11,621
| – | – | 0.05% | 115 |
|
|
2014
Q3 | $296K | Buy |
11,621
+7,327
| +171% | +$187K | 0.05% | 113 |
|
|
2014
Q2 | $109K | Hold |
4,294
| – | – | 0.02% | 130 |
|
|
2014
Q1 | $108K | Buy |
+4,294
| New | +$108K | 0.02% | 130 |
|