Cedar Brook Financial 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 |
-23,740
| Closed | -$605K | – | 310 |
|
|
2020
Q2 | $605K | Buy |
23,740
+21
| +0.1% | +$535 | 0.27% | 112 |
|
|
2020
Q1 | $602K | Sell |
23,719
-2,996
| -11% | -$76K | 0.33% | 88 |
|
|
2019
Q4 | $682K | Buy |
26,715
+40
| +0.1% | +$1.02K | 0.29% | 99 |
|
|
2019
Q3 | $681K | Buy |
26,675
+28
| +0.1% | +$715 | 0.3% | 99 |
|
|
2019
Q2 | $681K | Buy |
26,647
+30
| +0.1% | +$767 | 0.31% | 100 |
|
|
2019
Q1 | $679K | Sell |
26,617
-14
| -0.1% | -$357 | 0.33% | 90 |
|
|
2018
Q4 | $676K | Buy |
+26,631
| New | +$676K | 0.41% | 77 |
|