OneDigital Investment Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,465
| Closed | -$418K | – | 1360 |
|
|
2018
Q2 | $418K | Hold |
16,465
| – | – | 0.09% | 137 |
|
|
2018
Q1 | $418K | Hold |
16,465
| – | – | 0.09% | 147 |
|
|
2017
Q4 | $418K | Buy |
+16,465
| New | +$418K | 0.05% | 148 |
|
|
2017
Q3 | – | Sell |
-16,465
| Closed | -$419K | – | 1240 |
|
|
2017
Q2 | $419K | Buy |
+16,465
| New | +$419K | 0.12% | 124 |
|