Madison Investment Holdings’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-36,915
| Closed | -$936K | – | 268 |
|
|
2018
Q3 | $936K | Buy |
36,915
+9,854
| +36% | +$250K | 0.02% | 212 |
|
|
2018
Q2 | $687K | Buy |
27,061
+4,931
| +22% | +$125K | 0.01% | 220 |
|
|
2018
Q1 | $560K | Hold |
22,130
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $560K | Buy |
22,130
+3,567
| +19% | +$90.3K | 0.01% | 222 |
|
|
2017
Q3 | $475K | Buy |
+18,563
| New | +$475K | 0.01% | 229 |
|