Ladenburg Thalmann Financial Services’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,822
| Closed | -$428K | – | 5629 |
|
|
2019
Q2 | $428K | Buy |
16,822
+62
| +0.4% | +$1.58K | ﹤0.01% | 1870 |
|
|
2019
Q1 | $426K | Sell |
16,760
-2,765
| -14% | -$70.3K | ﹤0.01% | 1815 |
|
|
2018
Q4 | $496K | Buy |
19,525
+12,288
| +170% | +$312K | ﹤0.01% | 1533 |
|
|
2018
Q3 | $184K | Sell |
7,237
-19,479
| -73% | -$495K | ﹤0.01% | 2374 |
|
|
2018
Q2 | $676K | Hold |
26,716
| – | – | 0.01% | 1330 |
|
|
2018
Q1 | $676K | Sell |
26,716
-516
| -2% | -$13.1K | 0.01% | 1330 |
|
|
2017
Q4 | $689K | Buy |
27,232
+1,792
| +7% | +$45.3K | 0.01% | 1309 |
|
|
2017
Q3 | $650K | Buy |
25,440
+2,084
| +9% | +$53.2K | 0.01% | 1277 |
|
|
2017
Q2 | $596K | Buy |
23,356
+16,643
| +248% | +$425K | 0.01% | 1273 |
|
|
2017
Q1 | $171K | Buy |
6,713
+3,921
| +140% | +$99.9K | ﹤0.01% | 2030 |
|
|
2016
Q4 | $71K | Hold |
2,792
| – | – | ﹤0.01% | 2587 |
|
|
2016
Q3 | $71K | Buy |
2,792
+1,955
| +234% | +$49.7K | ﹤0.01% | 2512 |
|
|
2016
Q2 | $22K | Buy |
837
+400
| +92% | +$10.5K | ﹤0.01% | 3288 |
|
|
2016
Q1 | $11K | Hold |
437
| – | – | ﹤0.01% | 3671 |
|
|
2015
Q4 | $11K | Hold |
437
| – | – | ﹤0.01% | 3640 |
|
|
2015
Q3 | $11K | Hold |
437
| – | – | ﹤0.01% | 3491 |
|
|
2015
Q2 | $11K | Hold |
437
| – | – | ﹤0.01% | 3649 |
|
|
2015
Q1 | $11K | Hold |
437
| – | – | ﹤0.01% | 3601 |
|
|
2014
Q4 | $11K | Buy |
+437
| New | +$11K | ﹤0.01% | 3384 |
|