IFP Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5764 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5571 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5387 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5133 |
|
|
2020
Q3 | – | Sell |
-3,400
| Closed | -$86K | – | 4920 |
|
|
2020
Q2 | $86K | Buy |
3,400
+1,000
| +42% | +$25.3K | 0.01% | 982 |
|
|
2020
Q1 | $61K | Hold |
2,400
| – | – | 0.01% | 1034 |
|
|
2019
Q4 | $61K | Hold |
2,400
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q3 | $61K | Buy |
+2,400
| New | +$61K | ﹤0.01% | 1281 |
|
|
2019
Q1 | $61K | Sell |
2,400
-1,743
| -42% | -$44.3K | 0.01% | 887 |
|
|
2018
Q4 | $105K | Sell |
4,143
-2,136
| -34% | -$54.1K | 0.01% | 1161 |
|
|
2018
Q3 | $159K | Buy |
6,279
+2,234
| +55% | +$56.6K | 0.01% | 1207 |
|
|
2018
Q2 | $103K | Sell |
4,045
-1,990
| -33% | -$50.7K | ﹤0.01% | 1458 |
|
|
2018
Q1 | $153K | Hold |
6,035
| – | – | 0.01% | 1125 |
|
|
2017
Q4 | $153K | Hold |
6,035
| – | – | 0.01% | 1122 |
|
|
2017
Q3 | $155K | Sell |
6,035
-11,125
| -65% | -$286K | 0.01% | 1294 |
|
|
2017
Q2 | $439K | Buy |
17,160
+10,269
| +149% | +$263K | 0.02% | 730 |
|
|
2017
Q1 | $176K | Buy |
6,891
+1,437
| +26% | +$36.7K | 0.01% | 1182 |
|
|
2016
Q4 | $138K | Buy |
5,454
+1,747
| +47% | +$44.2K | 0.01% | 1252 |
|
|
2016
Q3 | $96K | Buy |
3,707
+525
| +16% | +$13.6K | 0.01% | 1389 |
|
|
2016
Q2 | $83K | Buy |
3,182
+782
| +33% | +$20.4K | ﹤0.01% | 1450 |
|
|
2016
Q1 | $61K | Buy |
+2,400
| New | +$61K | 0.01% | 887 |
|