PA
IBMH
Prism Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50,290
| Closed | -$1.28M | – | 61 |
|
|
2019
Q2 | $1.28M | Hold |
50,290
| – | – | 0.73% | 32 |
|
|
2019
Q1 | $1.28M | Hold |
50,290
| – | – | 0.73% | 30 |
|
|
2018
Q4 | $1.28M | Buy |
50,290
+5,542
| +12% | +$141K | 0.81% | 30 |
|
|
2018
Q3 | $1.13M | Buy |
44,748
+5,298
| +13% | +$134K | 0.66% | 34 |
|
|
2018
Q2 | $1M | Hold |
39,450
| – | – | 0.53% | 35 |
|
|
2018
Q1 | $998K | Buy |
39,450
+1,975
| +5% | +$50K | 0.56% | 33 |
|
|
2017
Q4 | $949K | Buy |
+37,475
| New | +$949K | 0.52% | 31 |
|