ARS Wealth Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,530
| Closed | -$232K | – | 127 |
|
|
2017
Q2 | $232K | Hold |
8,530
| – | – | 0.09% | 108 |
|
|
2017
Q1 | $232K | Hold |
8,530
| – | – | 0.1% | 104 |
|
|
2016
Q4 | $232K | Hold |
8,530
| – | – | 0.1% | 91 |
|
|
2016
Q3 | $233K | Hold |
8,530
| – | – | 0.1% | 85 |
|
|
2016
Q2 | $233K | Hold |
8,530
| – | – | 0.1% | 78 |
|
|
2016
Q1 | $234K | Hold |
8,530
| – | – | 0.11% | 66 |
|
|
2015
Q4 | $233K | Hold |
8,530
| – | – | 0.12% | 66 |
|
|
2015
Q3 | $234K | Hold |
8,530
| – | – | 0.12% | 65 |
|
|
2015
Q2 | $234K | Hold |
8,530
| – | – | 0.1% | 60 |
|
|
2015
Q1 | $235K | Hold |
8,530
| – | – | 0.1% | 61 |
|
|
2014
Q4 | $234K | Hold |
8,530
| – | – | 0.1% | 63 |
|
|
2014
Q3 | $235K | Hold |
8,530
| – | – | 0.11% | 59 |
|
|
2014
Q2 | $236K | Hold |
8,530
| – | – | 0.11% | 62 |
|
|
2014
Q1 | $235K | Hold |
8,530
| – | – | 0.14% | 53 |
|
|
2013
Q4 | $234K | Buy |
+8,530
| New | +$234K | 0.14% | 57 |
|