Leavell Investment Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-134,997
| Closed | -$3.43M | – | 386 |
|
|
2018
Q2 | $3.43M | Buy |
134,997
+2,000
| +2% | +$50.8K | 0.39% | 74 |
|
|
2018
Q1 | $3.38M | Buy |
132,997
+13,000
| +11% | +$330K | 0.39% | 75 |
|
|
2017
Q4 | $3.05M | Buy |
119,997
+5,000
| +4% | +$127K | 0.36% | 87 |
|
|
2017
Q3 | $2.93M | Buy |
114,997
+71,997
| +167% | +$1.84M | 0.36% | 86 |
|
|
2017
Q2 | $1.1M | Buy |
+43,000
| New | +$1.1M | 0.14% | 159 |
|