ARS Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,275
| Closed | -$236K | – | 121 |
|
|
2018
Q2 | $236K | Hold |
9,275
| – | – | 0.08% | 101 |
|
|
2018
Q1 | $236K | Hold |
9,275
| – | – | 0.09% | 103 |
|
|
2017
Q4 | $235K | Hold |
9,275
| – | – | 0.09% | 109 |
|
|
2017
Q3 | $236K | Hold |
9,275
| – | – | 0.09% | 112 |
|
|
2017
Q2 | $236K | Hold |
9,275
| – | – | 0.1% | 105 |
|
|
2017
Q1 | $236K | Hold |
9,275
| – | – | 0.1% | 99 |
|
|
2016
Q4 | $236K | Hold |
9,275
| – | – | 0.11% | 88 |
|
|
2016
Q3 | $237K | Hold |
9,275
| – | – | 0.1% | 83 |
|
|
2016
Q2 | $238K | Hold |
9,275
| – | – | 0.1% | 74 |
|
|
2016
Q1 | $238K | Hold |
9,275
| – | – | 0.11% | 62 |
|
|
2015
Q4 | $237K | Hold |
9,275
| – | – | 0.12% | 62 |
|
|
2015
Q3 | $237K | Hold |
9,275
| – | – | 0.12% | 62 |
|
|
2015
Q2 | $237K | Hold |
9,275
| – | – | 0.11% | 58 |
|
|
2015
Q1 | $236K | Hold |
9,275
| – | – | 0.1% | 60 |
|
|
2014
Q4 | $238K | Hold |
9,275
| – | – | 0.1% | 59 |
|
|
2014
Q3 | $237K | Hold |
9,275
| – | – | 0.11% | 57 |
|
|
2014
Q2 | $237K | Hold |
9,275
| – | – | 0.12% | 61 |
|
|
2014
Q1 | $235K | Hold |
9,275
| – | – | 0.14% | 54 |
|
|
2013
Q4 | $235K | Buy |
+9,275
| New | +$235K | 0.14% | 56 |
|