Ladenburg Thalmann Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $358K | Sell |
14,025
-1,460
| -9% | -$37.3K | ﹤0.01% | 2077 |
|
2019
Q3 | $396K | Sell |
15,485
-3,557
| -19% | -$91K | ﹤0.01% | 1946 |
|
2019
Q2 | $487K | Buy |
19,042
+1,098
| +6% | +$28.1K | ﹤0.01% | 1769 |
|
2019
Q1 | $457K | Buy |
17,944
+1,157
| +7% | +$29.5K | ﹤0.01% | 1760 |
|
2018
Q4 | $426K | Buy |
16,787
+7,267
| +76% | +$184K | ﹤0.01% | 1653 |
|
2018
Q3 | $240K | Sell |
9,520
-23,729
| -71% | -$598K | ﹤0.01% | 2170 |
|
2018
Q2 | $842K | Hold |
33,249
| – | – | 0.01% | 1171 |
|
2018
Q1 | $842K | Sell |
33,249
-62
| -0.2% | -$1.57K | 0.01% | 1171 |
|
2017
Q4 | $844K | Buy |
33,311
+4,810
| +17% | +$122K | 0.01% | 1177 |
|
2017
Q3 | $732K | Buy |
28,501
+5,315
| +23% | +$137K | 0.01% | 1197 |
|
2017
Q2 | $593K | Buy |
23,186
+16,589
| +251% | +$424K | 0.01% | 1275 |
|
2017
Q1 | $168K | Buy |
6,597
+3,929
| +147% | +$100K | ﹤0.01% | 2044 |
|
2016
Q4 | $68K | Hold |
2,668
| – | – | ﹤0.01% | 2624 |
|
2016
Q3 | $69K | Buy |
2,668
+1,288
| +93% | +$33.3K | ﹤0.01% | 2535 |
|
2016
Q2 | $36K | Buy |
1,380
+400
| +41% | +$10.4K | ﹤0.01% | 2950 |
|
2016
Q1 | $25K | Hold |
980
| – | – | ﹤0.01% | 3123 |
|
2015
Q4 | $25K | Buy |
+980
| New | +$25K | ﹤0.01% | 3078 |
|