Next Financial Group’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,000
| Closed | -$109K | – | 2498 |
|
|
2016
Q4 | $109K | Hold |
4,000
| – | – | 0.02% | 649 |
|
|
2016
Q3 | $109K | Buy |
+4,000
| New | +$109K | 0.02% | 628 |
|
|
2015
Q3 | – | Sell |
-2,000
| Closed | -$54K | – | 2043 |
|
|
2015
Q2 | $54K | Sell |
2,000
-2,000
| -50% | -$54K | 0.02% | 644 |
|
|
2015
Q1 | $110K | Buy |
4,000
+2,000
| +100% | +$55K | 0.04% | 438 |
|
|
2014
Q4 | $55K | Sell |
2,000
-5,300
| -73% | -$146K | 0.02% | 622 |
|
|
2014
Q3 | $201K | Buy |
7,300
+6,800
| +1,360% | +$187K | 0.04% | 454 |
|
|
2014
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 702 |
|