Fusion Family Wealth’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Sell |
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2019
Q1 | $209K | Sell |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $1.24M | Sell |
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|
2017
Q4 | $1.35M | Sell |
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|
2017
Q3 | $1.67M | Sell |
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2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.34M | Buy |
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