Ausdal Financial Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,123
| Closed | -$308K | – | 320 |
|
|
2019
Q2 | $308K | Buy |
12,123
+50
| +0.4% | +$1.27K | 0.12% | 210 |
|
|
2019
Q1 | $307K | Buy |
12,073
+406
| +3% | +$10.3K | 0.12% | 195 |
|
|
2018
Q4 | $296K | Sell |
11,667
-9,830
| -46% | -$249K | 0.14% | 172 |
|
|
2018
Q3 | $545K | Buy |
21,497
+31
| +0.1% | +$786 | 0.15% | 176 |
|
|
2018
Q2 | $545K | Buy |
21,466
+9,900
| +86% | +$251K | 0.17% | 178 |
|
|
2018
Q1 | $293K | Buy |
11,566
+21
| +0.2% | +$532 | 0.1% | 252 |
|
|
2017
Q4 | $292K | Buy |
11,545
+526
| +5% | +$13.3K | 0.1% | 256 |
|
|
2017
Q3 | $282K | Buy |
11,019
+27
| +0.2% | +$691 | 0.11% | 239 |
|
|
2017
Q2 | $281K | Buy |
+10,992
| New | +$281K | 0.12% | 222 |
|