IWA
DTF

IBEX Wealth Advisors’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

IBEX Wealth Advisors’s Portfolio DTF Stock Details DTF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,208
Closed -$88K – 95
2017
Q3 		$88K Buy
+6,208
New +$88K 0.03% 133
2017
Q1 		– Sell
-7,411
Closed -$109K – 150
2016
Q4 		$109K Buy
+7,411
New +$109K 0.05% 132