Dynamic Advisor Solutions’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,848
| Closed | -$200K | – | 619 |
|
|
2020
Q2 | $200K | Buy |
+7,848
| New | +$200K | 0.03% | 481 |
|
|
2020
Q1 | – | Sell |
-7,848
| Closed | -$200K | – | 597 |
|
|
2019
Q4 | $200K | Hold |
7,848
| – | – | 0.03% | 505 |
|
|
2019
Q3 | $200K | Hold |
7,848
| – | – | 0.03% | 469 |
|
|
2019
Q2 | $201K | Buy |
+7,848
| New | +$201K | 0.03% | 456 |
|