Ameritas Investment Partners’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 |
-8,060
| Closed | -$205K | – | 3119 |
|
|
2020
Q2 | $205K | Hold |
8,060
| – | – | 0.01% | 1010 |
|
|
2020
Q1 | $204K | Sell |
8,060
-850
| -10% | -$21.5K | 0.01% | 930 |
|
|
2019
Q4 | $227K | Hold |
8,910
| – | – | 0.01% | 1019 |
|
|
2019
Q3 | $227K | Hold |
8,910
| – | – | 0.01% | 985 |
|
|
2019
Q2 | $227K | Sell |
8,910
-125
| -1% | -$3.19K | 0.01% | 1000 |
|
|
2019
Q1 | $230K | Buy |
9,035
+550
| +6% | +$14K | 0.01% | 977 |
|
|
2018
Q4 | $215K | Buy |
8,485
+1,960
| +30% | +$49.7K | 0.01% | 929 |
|
|
2018
Q3 | $164K | Hold |
6,525
| – | – | 0.01% | 1225 |
|
|
2018
Q2 | $165K | Sell |
6,525
-350
| -5% | -$8.85K | 0.01% | 1191 |
|
|
2018
Q1 | $174K | Buy |
6,875
+500
| +8% | +$12.7K | 0.01% | 1156 |
|
|
2017
Q4 | $153K | Buy |
6,375
+650
| +11% | +$15.6K | 0.01% | 1246 |
|
|
2017
Q3 | $147K | Buy |
5,725
+2,810
| +96% | +$72.2K | 0.01% | 1235 |
|
|
2017
Q2 | $74K | Buy |
2,915
+355
| +14% | +$9.01K | ﹤0.01% | 1652 |
|
|
2017
Q1 | $65K | Buy |
2,560
+225
| +10% | +$5.71K | ﹤0.01% | 1681 |
|
|
2016
Q4 | $58K | Buy |
+2,335
| New | +$58K | ﹤0.01% | 1108 |
|