ARS Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,175
| Closed | -$234K | – | 110 |
|
|
2020
Q2 | $234K | Hold |
9,175
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $233K | Hold |
9,175
| – | – | 0.1% | 78 |
|
|
2019
Q4 | $234K | Hold |
9,175
| – | – | 0.07% | 102 |
|
|
2019
Q3 | $234K | Hold |
9,175
| – | – | 0.07% | 98 |
|
|
2019
Q2 | $234K | Hold |
9,175
| – | – | 0.07% | 101 |
|
|
2019
Q1 | $234K | Hold |
9,175
| – | – | 0.07% | 97 |
|
|
2018
Q4 | $233K | Hold |
9,175
| – | – | 0.09% | 92 |
|
|
2018
Q3 | $232K | Hold |
9,175
| – | – | 0.08% | 108 |
|
|
2018
Q2 | $233K | Hold |
9,175
| – | – | 0.08% | 103 |
|
|
2018
Q1 | $233K | Hold |
9,175
| – | – | 0.09% | 105 |
|
|
2017
Q4 | $233K | Hold |
9,175
| – | – | 0.09% | 111 |
|
|
2017
Q3 | $236K | Hold |
9,175
| – | – | 0.09% | 111 |
|
|
2017
Q2 | $235K | Hold |
9,175
| – | – | 0.1% | 106 |
|
|
2017
Q1 | $235K | Hold |
9,175
| – | – | 0.1% | 101 |
|
|
2016
Q4 | $232K | Hold |
9,175
| – | – | 0.1% | 92 |
|
|
2016
Q3 | $237K | Hold |
9,175
| – | – | 0.1% | 82 |
|
|
2016
Q2 | $238K | Hold |
9,175
| – | – | 0.1% | 73 |
|
|
2016
Q1 | $236K | Hold |
9,175
| – | – | 0.11% | 65 |
|
|
2015
Q4 | $234K | Hold |
9,175
| – | – | 0.12% | 65 |
|
|
2015
Q3 | $235K | Hold |
9,175
| – | – | 0.12% | 64 |
|
|
2015
Q2 | $232K | Hold |
9,175
| – | – | 0.1% | 62 |
|
|
2015
Q1 | $233K | Buy |
+9,175
| New | +$233K | 0.1% | 64 |
|