American Economic Planning Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-12,223
| Closed | -$311K | – | 79 |
|
2018
Q2 | $311K | Buy |
+12,223
| New | +$311K | 0.12% | 54 |
|
2016
Q4 | – | Sell |
-7,843
| Closed | -$201K | – | 66 |
|
2016
Q3 | $201K | Buy |
7,843
+10
| +0.1% | +$256 | 0.08% | 60 |
|
2016
Q2 | $201K | Buy |
7,833
+11
| +0.1% | +$282 | 0.08% | 58 |
|
2016
Q1 | $200K | Buy |
+7,822
| New | +$200K | 0.08% | 56 |
|