First Heartland Consultants’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,996
| Closed | -$245K | – | 357 |
|
|
2017
Q2 | $245K | Hold |
8,996
| – | – | 0.06% | 297 |
|
|
2017
Q1 | $245K | Hold |
8,996
| – | – | 0.07% | 289 |
|
|
2016
Q4 | $245K | Hold |
8,996
| – | – | 0.07% | 278 |
|
|
2016
Q3 | $246K | Hold |
8,996
| – | – | 0.07% | 268 |
|
|
2016
Q2 | $246 | Hold |
8,996
| – | – | 0.03% | 256 |
|
|
2016
Q1 | $247K | Hold |
8,996
| – | – | 0.09% | 220 |
|
|
2015
Q4 | $246K | Hold |
8,996
| – | – | 0.09% | 222 |
|
|
2015
Q3 | $247K | Hold |
8,996
| – | – | 0.1% | 208 |
|
|
2015
Q2 | $247 | Hold |
8,996
| – | – | 0.07% | 215 |
|
|
2015
Q1 | $248K | Hold |
8,996
| – | – | 0.09% | 210 |
|
|
2014
Q4 | $247K | Hold |
8,996
| – | – | 0.1% | 205 |
|
|
2014
Q3 | $248K | Buy |
+8,996
| New | +$248K | 0.11% | 201 |
|
|
2013
Q3 | – | Sell |
-3,596
| Closed | -$97K | – | 395 |
|
|
2013
Q2 | $97K | Buy |
+3,596
| New | +$97K | 0.06% | 236 |
|