Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,990
| Closed | -$229K | – | 586 |
|
|
2020
Q2 | $229K | Sell |
8,990
-1,383
| -13% | -$35.2K | 0.02% | 460 |
|
|
2020
Q1 | $263K | Sell |
10,373
-2,277
| -18% | -$57.7K | 0.02% | 336 |
|
|
2019
Q4 | $323K | Sell |
12,650
-404
| -3% | -$10.3K | 0.03% | 356 |
|
|
2019
Q3 | $333K | Buy |
13,054
+1,523
| +13% | +$38.9K | 0.04% | 289 |
|
|
2019
Q2 | $251K | Buy |
11,531
+1,131
| +11% | +$24.6K | 0.03% | 313 |
|
|
2019
Q1 | $265K | Buy |
+10,400
| New | +$265K | 0.04% | 265 |
|