Brandywine Oak Private Wealth’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 |
-116,976
| Closed | -$2.98M | – | 275 |
|
|
2020
Q2 | $2.98M | Buy |
116,976
+3,402
| +3% | +$86.7K | 0.53% | 34 |
|
|
2020
Q1 | $2.88M | Buy |
113,574
+87,098
| +329% | +$2.21M | 0.59% | 30 |
|
|
2019
Q4 | $675K | Buy |
26,476
+10,006
| +61% | +$255K | 0.12% | 86 |
|
|
2019
Q3 | $420K | Buy |
16,470
+3,245
| +25% | +$82.8K | 0.08% | 122 |
|
|
2019
Q2 | $337K | Buy |
13,225
+943
| +8% | +$24K | 0.07% | 147 |
|
|
2019
Q1 | $313K | Buy |
12,282
+3,757
| +44% | +$95.7K | 0.07% | 152 |
|
|
2018
Q4 | $216K | Buy |
+8,525
| New | +$216K | 0.05% | 192 |
|