PWS
IBMI

Peloton Wealth Strategists’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Peloton Wealth Strategists’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,000
Closed -$280K – 80
2020
Q2 		$280K Hold
11,000
– – 0.18% 68
2020
Q1 		$279K Buy
11,000
+2,000
+22% +$50.7K 0.23% 67
2019
Q4 		$230K Hold
9,000
– – 0.14% 70
2019
Q3 		$230K Buy
+9,000
New +$230K 0.15% 67