LW
IBMF
Linscomb Wealth’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,737
| Closed | -$401K | – | 270 |
|
|
2017
Q2 | $401K | Buy |
+14,737
| New | +$401K | 0.04% | 188 |
|
|
2017
Q1 | – | Sell |
-14,734
| Closed | -$401K | – | 268 |
|
|
2016
Q4 | $401K | Buy |
14,734
+3
| +0% | +$82 | 0.04% | 185 |
|
|
2016
Q3 | $402K | Sell |
14,731
-1,357
| -8% | -$37K | 0.04% | 182 |
|
|
2016
Q2 | $440K | Buy |
16,088
+2
| +0% | +$55 | 0.04% | 170 |
|
|
2016
Q1 | $441K | Sell |
16,086
-1,398
| -8% | -$38.3K | 0.05% | 171 |
|
|
2015
Q4 | $478K | Buy |
17,484
+3
| +0% | +$82 | 0.05% | 162 |
|
|
2015
Q3 | $481K | Buy |
17,481
+2
| +0% | +$55 | 0.06% | 162 |
|
|
2015
Q2 | $480K | Buy |
17,479
+8,741
| +100% | +$240K | 0.05% | 171 |
|
|
2015
Q1 | $482K | Sell |
8,738
-31
| -0.4% | -$1.71K | 0.05% | 176 |
|
|
2014
Q4 | $482K | Sell |
8,769
-760
| -8% | -$41.8K | 0.05% | 173 |
|
|
2014
Q3 | $526K | Sell |
9,529
-673
| -7% | -$37.2K | 0.06% | 166 |
|
|
2014
Q2 | $564K | Sell |
10,202
-177
| -2% | -$9.79K | 0.06% | 162 |
|
|
2014
Q1 | $572K | Buy |
10,379
+1
| +0% | +$55 | 0.06% | 156 |
|
|
2013
Q4 | $570K | Buy |
10,378
+2,382
| +30% | +$131K | 0.07% | 137 |
|
|
2013
Q3 | $439K | Sell |
7,996
-306
| -4% | -$16.8K | 0.06% | 148 |
|
|
2013
Q2 | $446K | Buy |
+8,302
| New | +$446K | 0.06% | 145 |
|