Gateway Advisory’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-225,088
| Closed | -$5.73M | – | 66 |
|
|
2019
Q2 | $5.73M | Buy |
225,088
+9,149
| +4% | +$233K | 1.47% | 22 |
|
|
2019
Q1 | $5.5M | Sell |
215,939
-36,718
| -15% | -$933K | 1.42% | 26 |
|
|
2018
Q4 | $6.41M | Buy |
252,657
+517
| +0.2% | +$13.1K | 2.68% | 13 |
|
|
2018
Q3 | $6.39M | Buy |
252,140
+8,503
| +3% | +$216K | 1.68% | 16 |
|
|
2018
Q2 | $6.19M | Buy |
243,637
+8,898
| +4% | +$225K | 1.74% | 12 |
|
|
2018
Q1 | $5.94M | Sell |
234,739
-276
| -0.1% | -$7K | 1.74% | 10 |
|
|
2017
Q4 | $5.95M | Sell |
235,015
-16,283
| -6% | -$414K | 1.65% | 9 |
|
|
2017
Q3 | $6.42M | Buy |
251,298
+2,718
| +1% | +$69.5K | 1.91% | 8 |
|
|
2017
Q2 | $6.34M | Buy |
248,580
+8,558
| +4% | +$219K | 1.96% | 10 |
|
|
2017
Q1 | $6.13M | Buy |
+240,022
| New | +$6.12M | 1.96% | 10 |
|