American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $279K | Sell |
10,923
-2,370
| -18% | -$60.5K | 0.08% | 71 |
|
|
2019
Q2 | $340K | Hold |
13,293
| – | – | 0.1% | 57 |
|
|
2019
Q1 | $339K | Buy |
13,293
+5,203
| +64% | +$133K | 0.11% | 58 |
|
|
2018
Q4 | $205K | Sell |
8,090
-2,333
| -22% | -$59.1K | 0.07% | 77 |
|
|
2018
Q3 | $263K | Buy |
10,423
+25
| +0.2% | +$631 | 0.09% | 60 |
|
|
2018
Q2 | $264K | Buy |
+10,398
| New | +$264K | 0.1% | 63 |
|