EPP
IBMI
ETF Portfolio Partners’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 |
-24,035
| Closed | -$613K | – | 41 |
|
|
2020
Q2 | $613K | Hold |
24,035
| – | – | 0.33% | 28 |
|
|
2020
Q1 | $610K | Hold |
24,035
| – | – | 0.39% | 25 |
|
|
2019
Q4 | $613K | Buy |
24,035
+3,916
| +19% | +$99.9K | 0.32% | 25 |
|
|
2019
Q3 | $514K | Hold |
20,119
| – | – | 0.29% | 27 |
|
|
2019
Q2 | $514K | Hold |
20,119
| – | – | 0.27% | 25 |
|
|
2019
Q1 | $513K | Hold |
20,119
| – | – | 0.31% | 25 |
|
|
2018
Q4 | $510K | Hold |
20,119
| – | – | 0.34% | 25 |
|
|
2018
Q3 | $508K | Buy |
+20,119
| New | +$508K | 0.31% | 23 |
|