Independence 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
2018
Q4
Sell
-8,250
Closed -$208K 98
2018
Q3
$208K Hold
8,250
0.06% 82
2018
Q2
$209K Hold
8,250
0.07% 75
2018
Q1
$209K Sell
8,250
-1,700
-17% -$43.1K 0.07% 70
2017
Q4
$252K Buy
+9,950
New +$252K 0.09% 67