DP
IBMH
Denver PWM’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,208
| Closed | -$285K | – | 225 |
|
|
2019
Q2 | $285K | Buy |
11,208
+56
| +0.5% | +$1.42K | 0.18% | 51 |
|
|
2019
Q1 | $283K | Sell |
11,152
-1,006
| -8% | -$25.5K | 0.18% | 53 |
|
|
2018
Q4 | $309K | Buy |
12,158
+30
| +0.2% | +$762 | 0.22% | 48 |
|
|
2018
Q3 | $307K | Buy |
+12,128
| New | +$307K | 0.23% | 49 |
|
|
2018
Q1 | $330K | Sell |
13,047
-2,462
| -16% | -$62.3K | 0.29% | 38 |
|
|
2017
Q4 | $393K | Buy |
15,509
+2,825
| +22% | +$71.6K | 0.3% | 45 |
|
|
2017
Q3 | $323K | Buy |
+12,684
| New | +$323K | 0.25% | 49 |
|