Kings Point Capital Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-300
| Closed | -$16K | – | 396 |
|
|
2015
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 317 |
|
|
2015
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 325 |
|
|
2014
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 306 |
|
|
2014
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 276 |
|
|
2014
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 281 |
|
|
2014
Q1 | $16K | Hold |
300
| – | – | 0.01% | 238 |
|
|
2013
Q4 | $16K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2013
Q3 | $16K | Hold |
300
| – | – | 0.01% | 235 |
|
|
2013
Q2 | $16K | Buy |
+300
| New | +$16K | 0.01% | 243 |
|