IWA
IBEX Wealth Advisors’s BlackRock Municipal 2030 Target Term Trust BTT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,592
| Closed | -$41K | – | 221 |
|
|
2021
Q3 | $41K | Buy |
+1,592
| New | +$41K | 0.01% | 282 |
|
|
2019
Q3 | – | Sell |
-2,692
| Closed | -$62K | – | 114 |
|
|
2019
Q2 | $62K | Buy |
+2,692
| New | +$62K | 0.02% | 193 |
|
|
2017
Q4 | – | Sell |
-2,623
| Closed | -$59K | – | 92 |
|
|
2017
Q3 | $59K | Buy |
+2,623
| New | +$59K | 0.02% | 137 |
|
|
2017
Q1 | – | Sell |
-2,053
| Closed | -$46K | – | 113 |
|
|
2016
Q4 | $46K | Buy |
+2,053
| New | +$46K | 0.02% | 176 |
|