Courier Capital’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-10,010
| Closed | -$524K | – | 295 |
|
2015
Q2 | $524K | Sell |
10,010
-1,430
| -13% | -$74.9K | 0.11% | 141 |
|
2015
Q1 | $600K | Hold |
11,440
| – | – | 0.12% | 142 |
|
2014
Q4 | $603K | Hold |
11,440
| – | – | 0.12% | 137 |
|
2014
Q3 | $605K | Hold |
11,440
| – | – | 0.12% | 138 |
|
2014
Q2 | $607K | Hold |
11,440
| – | – | 0.12% | 148 |
|
2014
Q1 | $607K | Hold |
11,440
| – | – | 0.13% | 143 |
|
2013
Q4 | $609K | Buy |
+11,440
| New | +$609K | 0.13% | 140 |
|