Fusion Family Wealth’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-102
| Closed | -$3K | – | 126 |
|
|
2020
Q1 | $3K | Sell |
102
-830
| -89% | -$24.4K | ﹤0.01% | 114 |
|
|
2019
Q4 | $24K | Hold |
932
| – | – | 0.01% | 82 |
|
|
2019
Q3 | $24K | Sell |
932
-1,371
| -60% | -$35.3K | 0.01% | 86 |
|
|
2019
Q2 | $59K | Sell |
2,303
-12,923
| -85% | -$331K | 0.01% | 71 |
|
|
2019
Q1 | $391K | Sell |
15,226
-4,835
| -24% | -$124K | 0.11% | 28 |
|
|
2018
Q4 | $510K | Buy |
20,061
+2,122
| +12% | +$53.9K | 0.15% | 37 |
|
|
2018
Q3 | $454K | Buy |
17,939
+1,569
| +10% | +$39.7K | 0.12% | 36 |
|
|
2018
Q2 | $416K | Sell |
16,370
-32,910
| -67% | -$836K | 0.12% | 42 |
|
|
2018
Q1 | $1.25M | Sell |
49,280
-3,949
| -7% | -$100K | 0.42% | 21 |
|
|
2017
Q4 | $1.35M | Sell |
53,229
-11,307
| -18% | -$287K | 0.34% | 26 |
|
|
2017
Q3 | $1.67M | Sell |
64,536
-429
| -0.7% | -$11.1K | 0.57% | 26 |
|
|
2017
Q2 | $1.68M | Buy |
64,965
+8,167
| +14% | +$211K | 0.57% | 27 |
|
|
2017
Q1 | $1.46M | Buy |
56,798
+5,205
| +10% | +$134K | 0.55% | 26 |
|
|
2016
Q4 | $1.32M | Buy |
+51,593
| New | +$1.32M | 0.77% | 21 |
|