American Economic Planning Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,364
| Closed | -$289K | – | 98 |
|
|
2019
Q2 | $289K | Buy |
11,364
+6
| +0.1% | +$153 | 0.09% | 70 |
|
|
2019
Q1 | $289K | Buy |
+11,358
| New | +$289K | 0.09% | 67 |
|
|
2018
Q4 | – | Sell |
-8,480
| Closed | -$215K | – | 87 |
|
|
2018
Q3 | $215K | Sell |
8,480
-3,846
| -31% | -$97.5K | 0.08% | 69 |
|
|
2018
Q2 | $313K | Buy |
+12,326
| New | +$313K | 0.12% | 53 |
|