IFP Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5290 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5094 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4912 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4669 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4462 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4227 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4079 |
|
|
2019
Q1 | – | Sell |
-4,132
| Closed | -$105K | – | 3798 |
|
|
2018
Q4 | $105K | Sell |
4,132
-2,146
| -34% | -$54.5K | 0.01% | 1159 |
|
|
2018
Q3 | $159K | Buy |
6,278
+2,232
| +55% | +$56.5K | 0.01% | 1205 |
|
|
2018
Q2 | $103K | Sell |
4,046
-1,996
| -33% | -$50.8K | ﹤0.01% | 1456 |
|
|
2018
Q1 | $153K | Hold |
6,042
| – | – | 0.01% | 1124 |
|
|
2017
Q4 | $153K | Hold |
6,042
| – | – | 0.01% | 1121 |
|
|
2017
Q3 | $154K | Sell |
6,042
-9,409
| -61% | -$240K | 0.01% | 1300 |
|
|
2017
Q2 | $394K | Buy |
15,451
+8,690
| +129% | +$222K | 0.02% | 780 |
|
|
2017
Q1 | $173K | Buy |
6,761
+1,459
| +28% | +$37.3K | 0.01% | 1190 |
|
|
2016
Q4 | $134K | Buy |
5,302
+256
| +5% | +$6.47K | 0.01% | 1264 |
|
|
2016
Q3 | $129K | Buy |
5,046
+162
| +3% | +$4.14K | 0.01% | 1222 |
|
|
2016
Q2 | $126K | Buy |
+4,884
| New | +$126K | 0.01% | 1209 |
|
|
2016
Q1 | – | Sell |
-977
| Closed | -$25K | – | 3828 |
|
|
2015
Q4 | $25K | Buy |
+977
| New | +$25K | ﹤0.01% | 2033 |
|