LPL Financial
IBMH

LPL Financial’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
-155,556
Closed -$3.96M 3403
2019
Q2
$3.96M Buy
155,556
+1,634
+1% +$41.6K 0.01% 882
2019
Q1
$3.92M Buy
153,922
+13,731
+10% +$349K 0.01% 861
2018
Q4
$3.56M Sell
140,191
-15,728
-10% -$399K 0.01% 826
2018
Q3
$3.95M Buy
155,919
+38,010
+32% +$964K 0.01% 840
2018
Q2
$2.99M Buy
117,909
+17,655
+18% +$448K 0.01% 927
2018
Q1
$2.54M Buy
100,254
+9,108
+10% +$230K 0.01% 980
2017
Q4
$2.31M Buy
91,146
+28,022
+44% +$710K 0.01% 980
2017
Q3
$1.61M Buy
63,124
+10,994
+21% +$281K 0.01% 1107
2017
Q2
$1.33M Buy
52,130
+4,638
+10% +$118K 0.01% 1195
2017
Q1
$1.21M Buy
47,492
+28,614
+152% +$730K 0.01% 1131
2016
Q4
$478K Buy
18,878
+7,248
+62% +$184K ﹤0.01% 1783
2016
Q3
$298K Buy
11,630
+2,204
+23% +$56.5K ﹤0.01% 2123
2016
Q2
$243K Sell
9,426
-18,456
-66% -$476K ﹤0.01% 2239
2016
Q1
$716K Sell
27,882
-1,180
-4% -$30.3K ﹤0.01% 1917
2015
Q4
$743K Buy
29,062
+15,269
+111% +$390K ﹤0.01% 1917
2015
Q3
$353K Buy
13,793
+216
+2% +$5.53K ﹤0.01% 2075
2015
Q2
$344K Buy
13,577
+4,509
+50% +$114K ﹤0.01% 2194
2015
Q1
$232K Buy
+9,068
New +$232K ﹤0.01% 2451