GWA
IBMG

Genesis Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Genesis Wealth Advisors’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		$139K Buy
5,454
+10
+0.2% +$255 0.11% 90
2015
Q1 		$139K Buy
5,444
+4
+0.1% +$102 0.12% 83
2014
Q4 		$139K Buy
+5,440
New +$139K 0.11% 93