Fusion Family Wealth’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,623
| Closed | -$41K | – | 296 |
|
|
2018
Q2 | $41K | Sell |
1,623
-85,301
| -98% | -$2.15M | 0.01% | 139 |
|
|
2018
Q1 | $2.21M | Sell |
86,924
-14,594
| -14% | -$371K | 0.74% | 18 |
|
|
2017
Q4 | $2.58M | Buy |
101,518
+43,453
| +75% | +$1.1M | 0.64% | 22 |
|
|
2017
Q3 | $1.48M | Buy |
58,065
+876
| +2% | +$22.3K | 0.5% | 28 |
|
|
2017
Q2 | $1.46M | Buy |
57,189
+10,115
| +21% | +$258K | 0.5% | 29 |
|
|
2017
Q1 | $1.2M | Sell |
47,074
-2,992
| -6% | -$76.1K | 0.45% | 29 |
|
|
2016
Q4 | $1.27M | Buy |
+50,066
| New | +$1.27M | 0.75% | 23 |
|