ARS Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $236K | Hold |
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|
2017
Q2 | $236K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $236K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $238K | Hold |
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|
2016
Q1 | $238K | Hold |
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|
2015
Q4 | $237K | Hold |
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|
2015
Q3 | $237K | Hold |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $238K | Hold |
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|
2014
Q3 | $237K | Hold |
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|
2014
Q2 | $237K | Hold |
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|
2014
Q1 | $235K | Hold |
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|
2013
Q4 | $235K | Buy |
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