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