Capital Directions Investment Advisors’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 |
-19,690
| Closed | -$502K | – | 211 |
|
|
2020
Q2 | $502K | Hold |
19,690
| – | – | 0.2% | 39 |
|
|
2020
Q1 | $500K | Hold |
19,690
| – | – | 0.21% | 39 |
|
|
2019
Q4 | $502K | Hold |
19,690
| – | – | 0.16% | 42 |
|
|
2019
Q3 | $503K | Hold |
19,690
| – | – | 0.17% | 42 |
|
|
2019
Q2 | $503K | Buy |
+19,690
| New | +$503K | 0.18% | 33 |
|
|
2019
Q1 | – | Sell |
-19,690
| Closed | -$500K | – | 122 |
|
|
2018
Q4 | $500K | Buy |
+19,690
| New | +$500K | 0.17% | 38 |
|