EWM
IBMI

Executive Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Executive Wealth Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-984
Closed -$25K – 932
2019
Q2 		$25K Buy
984
+2
+0.2% +$51 ﹤0.01% 435
2019
Q1 		$25K Hold
982
– – ﹤0.01% 394
2018
Q4 		$25K Buy
+982
New +$25K ﹤0.01% 398