Fusion Family Wealth’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $399K | Sell |
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|
2020
Q1 | $4.18M | Sell |
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|
2019
Q4 | $4.97M | Buy |
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|
2019
Q3 | $4.79M | Sell |
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|
2019
Q2 | $5.03M | Buy |
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|
2019
Q1 | $4.79M | Sell |
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|
2018
Q4 | $5.01M | Sell |
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|
2018
Q3 | $5.09M | Sell |
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|
2018
Q2 | $5.13M | Buy |
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|
2018
Q1 | $2.98M | Buy |
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|
2017
Q4 | $2.66M | Buy |
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|
2017
Q3 | $1.74M | Buy |
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|
2017
Q2 | $1.67M | Buy |
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|
2017
Q1 | $1.44M | Buy |
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|
2016
Q4 | $1.3M | Buy |
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