C.M. Bidwell & Associates’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
Q3 | – | Sell |
-705
| Closed | -$18K | – | 506 |
|
|
2019
Q2 | $18K | Hold |
705
| – | – | 0.02% | 299 |
|
|
2019
Q1 | $18K | Sell |
705
-2,520
| -78% | -$64.3K | 0.02% | 301 |
|
|
2018
Q4 | $82K | Hold |
3,225
| – | – | 0.09% | 199 |
|
|
2018
Q3 | $81K | Buy |
3,225
+625
| +24% | +$15.7K | 0.08% | 204 |
|
|
2018
Q2 | $66K | Hold |
2,600
| – | – | 0.06% | 227 |
|
|
2018
Q1 | $66K | Buy |
+2,600
| New | +$66K | 0.06% | 226 |
|