GA
IBMI
Gateway Advisory’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-198,996
| Closed | -$5.07M | – | 70 |
|
|
2020
Q2 | $5.07M | Sell |
198,996
-35,559
| -15% | -$906K | 1.49% | 20 |
|
|
2020
Q1 | $5.95M | Buy |
234,555
+670
| +0.3% | +$17K | 2% | 15 |
|
|
2019
Q4 | $5.97M | Buy |
233,885
+6,552
| +3% | +$167K | 1.47% | 21 |
|
|
2019
Q3 | $5.8M | Buy |
227,333
+1,630
| +0.7% | +$41.6K | 1.97% | 15 |
|
|
2019
Q2 | $5.77M | Buy |
225,703
+8,997
| +4% | +$230K | 1.48% | 21 |
|
|
2019
Q1 | $5.53M | Sell |
216,706
-36,783
| -15% | -$938K | 1.43% | 25 |
|
|
2018
Q4 | $6.43M | Buy |
253,489
+2,547
| +1% | +$64.6K | 2.69% | 12 |
|
|
2018
Q3 | $6.34M | Buy |
250,942
+8,539
| +4% | +$216K | 1.66% | 18 |
|
|
2018
Q2 | $6.15M | Buy |
242,403
+8,177
| +3% | +$208K | 1.73% | 13 |
|
|
2018
Q1 | $5.94M | Sell |
234,226
-235
| -0.1% | -$5.96K | 1.74% | 9 |
|
|
2017
Q4 | $5.95M | Sell |
234,461
-16,318
| -7% | -$414K | 1.65% | 10 |
|
|
2017
Q3 | $6.45M | Buy |
250,779
+2,615
| +1% | +$67.2K | 1.92% | 7 |
|
|
2017
Q2 | $6.35M | Buy |
248,164
+8,358
| +3% | +$214K | 1.96% | 9 |
|
|
2017
Q1 | $6.15M | Buy |
+239,806
| New | +$6.15M | 1.97% | 9 |
|