Altium Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $998K | Buy |
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|
2020
Q1 | $982K | Buy |
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|
2019
Q4 | $951K | Sell |
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|
2019
Q3 | $1.09M | Buy |
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|
2019
Q2 | $818K | Sell |
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|
2019
Q1 | $842K | Buy |
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|
2018
Q4 | $546K | Sell |
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|
2018
Q3 | $679K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $508K | Sell |
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|
2017
Q4 | $589K | Buy |
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