ARS Wealth Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,830
| Closed | -$234K | – | 103 |
|
|
2016
Q2 | $234K | Hold |
8,830
| – | – | 0.1% | 77 |
|
|
2016
Q1 | $234K | Hold |
8,830
| – | – | 0.11% | 67 |
|
|
2015
Q4 | $234K | Hold |
8,830
| – | – | 0.12% | 64 |
|
|
2015
Q3 | $234K | Hold |
8,830
| – | – | 0.12% | 66 |
|
|
2015
Q2 | $235K | Hold |
8,830
| – | – | 0.1% | 59 |
|
|
2015
Q1 | $235K | Hold |
8,830
| – | – | 0.1% | 62 |
|
|
2014
Q4 | $235K | Hold |
8,830
| – | – | 0.1% | 61 |
|
|
2014
Q3 | $236K | Hold |
8,830
| – | – | 0.11% | 58 |
|
|
2014
Q2 | $236K | Hold |
8,830
| – | – | 0.11% | 63 |
|
|
2014
Q1 | $236K | Hold |
8,830
| – | – | 0.14% | 52 |
|
|
2013
Q4 | $237K | Buy |
+8,830
| New | +$237K | 0.15% | 54 |
|