Gateway Advisory’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-239,760
| Closed | -$6.09M | – | 78 |
|
|
2018
Q2 | $6.09M | Buy |
239,760
+5,982
| +3% | +$152K | 1.71% | 14 |
|
|
2018
Q1 | $5.94M | Sell |
233,778
-1,246
| -0.5% | -$31.6K | 1.74% | 11 |
|
|
2017
Q4 | $5.97M | Sell |
235,024
-16,367
| -7% | -$416K | 1.65% | 8 |
|
|
2017
Q3 | $6.41M | Buy |
251,391
+3,000
| +1% | +$76.5K | 1.91% | 9 |
|
|
2017
Q2 | $6.33M | Buy |
248,391
+8,793
| +4% | +$224K | 1.96% | 11 |
|
|
2017
Q1 | $6.11M | Buy |
+239,598
| New | +$6.11M | 1.95% | 11 |
|