Phillips Financial Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.82M | Hold |
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|
2019
Q1 | $2.81M | Buy |
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|
2018
Q4 | $2.62M | Sell |
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|
2018
Q3 | $2.7M | Hold |
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|
2018
Q2 | $2.7M | Buy |
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2018
Q1 | $1.7M | Hold |
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|
2017
Q4 | $1.7M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.6M | Hold |
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|
2017
Q1 | $1.6M | Hold |
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|
2016
Q4 | $1.59M | Sell |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.23M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $1.07M | Buy |
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|
2015
Q3 | $592K | Hold |
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|
2015
Q2 | $590K | Buy |
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|
2015
Q1 | $449K | Buy |
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|
2014
Q4 | $397K | Buy |
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|
2014
Q3 | $332K | Buy |
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