Baldwin Wealth 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 |
-1,970
| Closed | -$50K | – | 562 |
|
|
2020
Q2 | $50K | Hold |
1,970
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $50K | Hold |
1,970
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $50K | Hold |
1,970
| – | – | 0.01% | 317 |
|
|
2019
Q3 | $50K | Hold |
1,970
| – | – | 0.01% | 307 |
|
|
2019
Q2 | $50K | Hold |
1,970
| – | – | 0.01% | 308 |
|
|
2019
Q1 | $50K | Hold |
1,970
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $50K | Hold |
1,970
| – | – | 0.01% | 290 |
|
|
2018
Q3 | $50K | Hold |
1,970
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $50K | Hold |
1,970
| – | – | 0.01% | 316 |
|
|
2018
Q1 | $50K | Buy |
+1,970
| New | +$50K | 0.01% | 296 |
|