EWA
IBMI

EP Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

EP Wealth Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Hold
0
– -$2.09M – 397
2020
Q2 		– Sell
-84,532
Closed -$2.15M – 114
2020
Q1 		$2.15M Buy
84,532
+28,581
+51% +$725K 0.11% 113
2019
Q4 		$1.43M Buy
+55,951
New +$1.43M 0.06% 154