AWM
IBMF
Avior Wealth Management’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-92
| Closed | -$3K | – | 531 |
|
|
2017
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 404 |
|
|
2017
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 445 |
|
|
2016
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 441 |
|
|
2016
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 419 |
|
|
2016
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 410 |
|
|
2016
Q1 | $3K | Hold |
92
| – | – | ﹤0.01% | 428 |
|
|
2015
Q4 | $3K | Hold |
92
| – | – | ﹤0.01% | 400 |
|
|
2015
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 365 |
|
|
2015
Q2 | $3K | Buy |
92
+46
| +100% | +$1.5K | ﹤0.01% | 344 |
|
|
2015
Q1 | $3K | Hold |
46
| – | – | ﹤0.01% | 314 |
|
|
2014
Q4 | $3K | Hold |
46
| – | – | ﹤0.01% | 295 |
|
|
2014
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 293 |
|
|
2014
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 300 |
|
|
2014
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 305 |
|