Fusion Family Wealth’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-102
| Closed | -$3K | – | 157 |
|
|
2019
Q2 | $3K | Sell |
102
-8,103
| -99% | -$238K | ﹤0.01% | 137 |
|
|
2019
Q1 | $209K | Sell |
8,205
-8,351
| -50% | -$213K | 0.06% | 38 |
|
|
2018
Q4 | $420K | Sell |
16,556
-393
| -2% | -$9.97K | 0.12% | 44 |
|
|
2018
Q3 | $430K | Buy |
16,949
+1,570
| +10% | +$39.8K | 0.12% | 40 |
|
|
2018
Q2 | $390K | Sell |
15,379
-33,579
| -69% | -$852K | 0.11% | 45 |
|
|
2018
Q1 | $1.24M | Sell |
48,958
-4,450
| -8% | -$113K | 0.42% | 22 |
|
|
2017
Q4 | $1.35M | Sell |
53,408
-12,032
| -18% | -$305K | 0.34% | 27 |
|
|
2017
Q3 | $1.67M | Sell |
65,440
-727
| -1% | -$18.6K | 0.57% | 25 |
|
|
2017
Q2 | $1.69M | Buy |
66,167
+8,239
| +14% | +$210K | 0.58% | 26 |
|
|
2017
Q1 | $1.48M | Buy |
57,928
+5,190
| +10% | +$133K | 0.55% | 25 |
|
|
2016
Q4 | $1.34M | Buy |
+52,738
| New | +$1.34M | 0.79% | 20 |
|