Ausdal Financial Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,593
| Closed | -$397K | – | 370 |
|
|
2020
Q2 | $397K | Sell |
15,593
-865
| -5% | -$22K | 0.13% | 171 |
|
|
2020
Q1 | $418K | Buy |
16,458
+55
| +0.3% | +$1.4K | 0.15% | 159 |
|
|
2019
Q4 | $419K | Buy |
16,403
+4,267
| +35% | +$109K | 0.12% | 205 |
|
|
2019
Q3 | $310K | Buy |
12,136
+25
| +0.2% | +$639 | 0.11% | 224 |
|
|
2019
Q2 | $310K | Buy |
12,111
+53
| +0.4% | +$1.36K | 0.12% | 208 |
|
|
2019
Q1 | $307K | Buy |
12,058
+409
| +4% | +$10.4K | 0.12% | 196 |
|
|
2018
Q4 | $296K | Sell |
11,649
-11,341
| -49% | -$288K | 0.14% | 173 |
|
|
2018
Q3 | $580K | Buy |
22,990
+35
| +0.2% | +$883 | 0.16% | 167 |
|
|
2018
Q2 | $583K | Buy |
22,955
+9,856
| +75% | +$250K | 0.18% | 168 |
|
|
2018
Q1 | $332K | Buy |
13,099
+1,588
| +14% | +$40.2K | 0.12% | 231 |
|
|
2017
Q4 | $292K | Buy |
11,511
+532
| +5% | +$13.5K | 0.1% | 257 |
|
|
2017
Q3 | $282K | Buy |
10,979
+30
| +0.3% | +$771 | 0.11% | 240 |
|
|
2017
Q2 | $280K | Buy |
+10,949
| New | +$280K | 0.12% | 226 |
|