Avantax Planning 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 |
-26,734
| Closed | -$681K | – | 307 |
|
|
2020
Q2 | $681K | Hold |
26,734
| – | – | 0.04% | 146 |
|
|
2020
Q1 | $678K | Sell |
26,734
-7,665
| -22% | -$194K | 0.05% | 129 |
|
|
2019
Q4 | $878K | Buy |
34,399
+528
| +2% | +$13.5K | 0.05% | 122 |
|
|
2019
Q3 | $865K | Buy |
33,871
+1,368
| +4% | +$34.9K | 0.05% | 120 |
|
|
2019
Q2 | $830K | Hold |
32,503
| – | – | 0.05% | 120 |
|
|
2019
Q1 | $829K | Buy |
+32,503
| New | +$829K | 0.06% | 115 |
|
|
2018
Q4 | – | Sell |
-20,603
| Closed | -$520K | – | 1472 |
|
|
2018
Q3 | $520K | Hold |
20,603
| – | – | 0.04% | 136 |
|
|
2018
Q2 | $523K | Hold |
20,603
| – | – | 0.05% | 129 |
|
|
2018
Q1 | $522K | Buy |
+20,603
| New | +$522K | 0.04% | 173 |
|