IWC
IBMH
Integrated Wealth Concepts’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-15,197
| Closed | -$343K | – | 444 |
|
|
2019
Q2 | $343K | Buy |
15,197
+3,052
| +25% | +$68.9K | 0.04% | 247 |
|
|
2019
Q1 | $309K | Buy |
12,145
+1,681
| +16% | +$42.8K | 0.05% | 232 |
|
|
2018
Q4 | $266K | Buy |
10,464
+1,337
| +15% | +$34K | 0.07% | 209 |
|
|
2018
Q3 | $231K | Buy |
+9,127
| New | +$231K | 0.07% | 219 |
|
|
2018
Q1 | – | Sell |
-8,984
| Closed | -$227K | – | 210 |
|
|
2017
Q4 | $227K | Buy |
+8,984
| New | +$227K | 0.1% | 172 |
|