Altium Wealth Management’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
Q3 | – | Sell |
-39,155
| Closed | -$998K | – | 352 |
|
|
2020
Q2 | $998K | Buy |
39,155
+450
| +1% | +$11.5K | 0.11% | 93 |
|
|
2020
Q1 | $982K | Buy |
38,705
+1,431
| +4% | +$36.3K | 0.13% | 83 |
|
|
2019
Q4 | $951K | Sell |
37,274
-5,260
| -12% | -$134K | 0.11% | 100 |
|
|
2019
Q3 | $1.09M | Buy |
42,534
+10,534
| +33% | +$269K | 0.15% | 85 |
|
|
2019
Q2 | $818K | Sell |
32,000
-1,000
| -3% | -$25.6K | 0.12% | 109 |
|
|
2019
Q1 | $842K | Buy |
33,000
+11,497
| +53% | +$293K | 0.13% | 98 |
|
|
2018
Q4 | $546K | Sell |
21,503
-5,373
| -20% | -$136K | 0.1% | 137 |
|
|
2018
Q3 | $679K | Buy |
26,876
+8,901
| +50% | +$225K | 0.13% | 123 |
|
|
2018
Q2 | $456K | Sell |
17,975
-2,064
| -10% | -$52.4K | 0.12% | 129 |
|
|
2018
Q1 | $508K | Sell |
20,039
-3,175
| -14% | -$80.5K | 0.2% | 83 |
|
|
2017
Q4 | $589K | Buy |
+23,214
| New | +$589K | 0.27% | 71 |
|