New Capital Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $110K | Hold |
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|
2020
Q3 | $110K | Hold |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $109K | Hold |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $110K | Buy |
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|
2019
Q2 | $110K | Sell |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $82K | Hold |
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|
2018
Q3 | $82K | Hold |
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|
2018
Q2 | $82K | Buy |
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|
2018
Q1 | $82K | Sell |
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|
2017
Q4 | $163K | Buy |
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|
2017
Q3 | $164K | Buy |
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|
2017
Q2 | $163K | Hold |
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|
2017
Q1 | $163K | Buy |
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|
2016
Q4 | $80K | Buy |
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