IFP Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5793 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5603 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5418 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5164 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4951 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4698 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4542 |
|
|
2018
Q3 | – | Sell |
-2,084
| Closed | -$53K | – | 4143 |
|
|
2018
Q2 | $53K | Hold |
2,084
| – | – | ﹤0.01% | 1862 |
|
|
2018
Q1 | $53K | Hold |
2,084
| – | – | ﹤0.01% | 1781 |
|
|
2017
Q4 | $53K | Sell |
2,084
-2,200
| -51% | -$56K | ﹤0.01% | 1777 |
|
|
2017
Q3 | $109K | Sell |
4,284
-9,504
| -69% | -$242K | ﹤0.01% | 1493 |
|
|
2017
Q2 | $351K | Buy |
13,788
+8,911
| +183% | +$227K | 0.01% | 828 |
|
|
2017
Q1 | $124K | Buy |
4,877
+1,282
| +36% | +$32.6K | 0.01% | 1374 |
|
|
2016
Q4 | $91K | Sell |
3,595
-365
| -9% | -$9.24K | ﹤0.01% | 1513 |
|
|
2016
Q3 | $101K | Sell |
3,960
-305
| -7% | -$7.78K | 0.01% | 1352 |
|
|
2016
Q2 | $109K | Buy |
+4,265
| New | +$109K | 0.01% | 1284 |
|
|
2016
Q1 | – | Sell |
-5,898
| Closed | -$151K | – | 4474 |
|
|
2015
Q4 | $151K | Buy |
+5,898
| New | +$151K | 0.01% | 965 |
|