JSA
IBMI

Jacobson & Schmitt Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-8,806
Closed -$222K – 40
2018
Q3 		$222K Buy
8,806
+631
+8% +$15.9K 0.14% 38
2018
Q2 		$207K Buy
+8,175
New +$207K 0.14% 48