Klingman & Associates’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$53K | – | 404 |
|
|
2016
Q2 | $53K | Hold |
2,000
| – | – | 0.02% | 184 |
|
|
2016
Q1 | $53K | Hold |
2,000
| – | – | 0.02% | 187 |
|
|
2015
Q4 | $53K | Hold |
2,000
| – | – | 0.02% | 206 |
|
|
2015
Q3 | $53K | Hold |
2,000
| – | – | 0.02% | 205 |
|
|
2015
Q2 | $53K | Hold |
2,000
| – | – | 0.02% | 179 |
|
|
2015
Q1 | $53K | Hold |
2,000
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $53K | Buy |
+2,000
| New | +$53.4K | 0.02% | 173 |
|