PA
IBMI
Prism Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-19,023
| Closed | -$485K | – | 50 |
|
|
2020
Q2 | $485K | Hold |
19,023
| – | – | 0.22% | 32 |
|
|
2020
Q1 | $483K | Hold |
19,023
| – | – | 0.31% | 45 |
|
|
2019
Q4 | $485K | Hold |
19,023
| – | – | 0.25% | 47 |
|
|
2019
Q3 | $486K | Hold |
19,023
| – | – | 0.27% | 45 |
|
|
2019
Q2 | $486K | Hold |
19,023
| – | – | 0.28% | 43 |
|
|
2019
Q1 | $485K | Hold |
19,023
| – | – | 0.28% | 41 |
|
|
2018
Q4 | $483K | Hold |
19,023
| – | – | 0.31% | 43 |
|
|
2018
Q3 | $480K | Hold |
19,023
| – | – | 0.28% | 39 |
|
|
2018
Q2 | $483K | Hold |
19,023
| – | – | 0.26% | 39 |
|
|
2018
Q1 | $480K | Buy |
19,023
+1,187
| +7% | +$30K | 0.27% | 38 |
|
|
2017
Q4 | $452K | Buy |
+17,836
| New | +$452K | 0.25% | 37 |
|