Benjamin F. Edwards & Company’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-16,192
| Closed | -$413K | – | 2015 |
|
2019
Q1 | $413K | Sell |
16,192
-4,529
| -22% | -$116K | 0.04% | 369 |
|
2018
Q4 | $526K | Sell |
20,721
-1,548
| -7% | -$39.3K | 0.05% | 301 |
|
2018
Q3 | $562K | Buy |
22,269
+11,748
| +112% | +$296K | 0.05% | 306 |
|
2018
Q2 | $267K | Sell |
10,521
-595
| -5% | -$15.1K | 0.03% | 452 |
|
2018
Q1 | $282K | Buy |
+11,116
| New | +$282K | 0.03% | 422 |
|