LIM
IBMH
Leavell Investment Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-143,997
| Closed | -$3.66M | – | 393 |
|
|
2019
Q2 | $3.66M | Hold |
143,997
| – | – | 0.39% | 80 |
|
|
2019
Q1 | $3.67M | Sell |
143,997
-3,000
| -2% | -$76.4K | 0.41% | 77 |
|
|
2018
Q4 | $3.73M | Buy |
146,997
+14,000
| +11% | +$355K | 0.47% | 66 |
|
|
2018
Q3 | $3.37M | Buy |
132,997
+8,000
| +6% | +$203K | 0.36% | 84 |
|
|
2018
Q2 | $3.17M | Buy |
124,997
+4,000
| +3% | +$102K | 0.36% | 81 |
|
|
2018
Q1 | $3.06M | Buy |
120,997
+12,000
| +11% | +$304K | 0.36% | 84 |
|
|
2017
Q4 | $2.76M | Buy |
108,997
+3,000
| +3% | +$76K | 0.33% | 92 |
|
|
2017
Q3 | $2.71M | Buy |
105,997
+58,997
| +126% | +$1.51M | 0.33% | 90 |
|
|
2017
Q2 | $1.2M | Buy |
+47,000
| New | +$1.2M | 0.15% | 151 |
|