Fusion Family Wealth’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,229
| Closed | -$32K | – | 122 |
|
|
2020
Q1 | $32K | Hold |
1,229
| – | – | 0.01% | 68 |
|
|
2019
Q4 | $32K | Hold |
1,229
| – | – | 0.01% | 75 |
|
|
2019
Q3 | $32K | Hold |
1,229
| – | – | 0.01% | 77 |
|
|
2019
Q2 | $32K | Hold |
1,229
| – | – | 0.01% | 90 |
|
|
2019
Q1 | $31K | Hold |
1,229
| – | – | 0.01% | 79 |
|
|
2018
Q4 | $31K | Hold |
1,229
| – | – | 0.01% | 133 |
|
|
2018
Q3 | $30K | Hold |
1,229
| – | – | 0.01% | 147 |
|
|
2018
Q2 | $31K | Hold |
1,229
| – | – | 0.01% | 159 |
|
|
2018
Q1 | $31K | Hold |
1,229
| – | – | 0.01% | 145 |
|
|
2017
Q4 | $31K | Hold |
1,229
| – | – | 0.01% | 162 |
|
|
2017
Q3 | $31K | Buy |
1,229
+582
| +90% | +$14.7K | 0.01% | 114 |
|
|
2017
Q2 | $16K | Buy |
+647
| New | +$16K | 0.01% | 185 |
|