AWM
IBMH
Altium Wealth Management’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 |
-18,898
| Closed | -$481K | – | 298 |
|
|
2019
Q2 | $481K | Sell |
18,898
-7,411
| -28% | -$189K | 0.07% | 164 |
|
|
2019
Q1 | $670K | Buy |
26,309
+11,185
| +74% | +$285K | 0.11% | 131 |
|
|
2018
Q4 | $384K | Sell |
15,124
-5,381
| -26% | -$137K | 0.07% | 176 |
|
|
2018
Q3 | $520K | Buy |
20,505
+8,530
| +71% | +$216K | 0.1% | 149 |
|
|
2018
Q2 | $304K | Sell |
11,975
-1,035
| -8% | -$26.3K | 0.08% | 182 |
|
|
2018
Q1 | $329K | Sell |
13,010
-5,284
| -29% | -$134K | 0.13% | 115 |
|
|
2017
Q4 | $463K | Buy |
+18,294
| New | +$463K | 0.21% | 84 |
|