Phillips Financial Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $3.83M | Buy |
|
|||||
|
2020
Q1 | $3.21M | Buy |
|
|||||
|
2019
Q4 | $2.37M | Hold |
|
|||||
|
2019
Q3 | $2.37M | Hold |
|
|||||
|
2019
Q2 | $2.37M | Hold |
|
|||||
|
2019
Q1 | $2.36M | Buy |
|
|||||
|
2018
Q4 | $2.16M | Sell |
|
|||||
|
2018
Q3 | $2.61M | Hold |
|
|||||
|
2018
Q2 | $2.63M | Buy |
|
|||||
|
2018
Q1 | $1.62M | Hold |
|
|||||
|
2017
Q4 | $1.63M | Buy |
|
|||||
|
2017
Q3 | $1.32M | Buy |
|
|||||
|
2017
Q2 | $1.26M | Buy |
|
|||||
|
2017
Q1 | $1.26M | Hold |
|
|||||
|
2016
Q4 | $1.25M | Buy |
|
|||||
|
2016
Q3 | $662K | Buy |
|