Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,151
| Closed | -$157K | – | 584 |
|
|
2020
Q2 | $157K | Hold |
6,151
| – | – | 0.04% | 130 |
|
|
2020
Q1 | $156K | Hold |
6,151
| – | – | 0.05% | 115 |
|
|
2019
Q4 | $157K | Hold |
6,151
| – | – | 0.03% | 132 |
|
|
2019
Q3 | $157K | Hold |
6,151
| – | – | 0.04% | 131 |
|
|
2019
Q2 | $157K | Hold |
6,151
| – | – | 0.04% | 138 |
|
|
2019
Q1 | $157K | Hold |
6,151
| – | – | 0.04% | 137 |
|
|
2018
Q4 | $156K | Hold |
6,151
| – | – | 0.04% | 130 |
|
|
2018
Q3 | $155K | Hold |
6,151
| – | – | 0.04% | 142 |
|
|
2018
Q2 | $156K | Buy |
+6,151
| New | +$156K | 0.04% | 179 |
|