Confluence Investment Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.59M | Buy |
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|
2019
Q3 | – | Sell |
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2019
Q2 | $4.59M | Sell |
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|
2019
Q1 | $5.13M | Sell |
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|
2018
Q4 | $5.14M | Buy |
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2018
Q3 | $5.02M | Buy |
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|
2018
Q2 | $5.04M | Sell |
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|
2018
Q1 | $5.14M | Buy |
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|
2017
Q4 | $4.39M | Buy |
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|
2017
Q3 | $4.42M | Buy |
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|
2017
Q2 | $4.27M | Buy |
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|
2017
Q1 | $4.17M | Buy |
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|
2016
Q4 | $3.9M | Buy |
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|
2016
Q3 | $3.48M | Buy |
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|
2016
Q2 | $2.77M | Buy |
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|
2016
Q1 | $2.1M | Buy |
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|
2015
Q4 | $1.82M | Buy |
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|
2015
Q3 | $1.61M | Sell |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.38M | Buy |
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