Phillips Financial Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.94M | Buy |
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2018
Q1 | $1.94M | Buy |
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2017
Q4 | $1.94M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.91M | Buy |
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2017
Q1 | $1.91M | Buy |
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|
2016
Q4 | $1.89M | Sell |
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|
2016
Q3 | $2.01M | Buy |
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|
2016
Q2 | $1.63M | Sell |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $1.74M | Buy |
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|
2015
Q3 | $1.66M | Buy |
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|
2015
Q2 | $1.6M | Buy |
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|
2015
Q1 | $1.58M | Buy |
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|
2014
Q4 | $1.43M | Buy |
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|
2014
Q3 | $1.13M | Buy |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $1.1M | Buy |
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