Roof Eidam Maycock Peralta (REMP)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-38,216
| Closed | -$1.04M | – | 92 |
|
|
2017
Q2 | $1.04M | Hold |
38,216
| – | – | 0.54% | 42 |
|
|
2017
Q1 | $1.04M | Buy |
38,216
+10,096
| +36% | +$275K | 0.54% | 40 |
|
|
2016
Q4 | $765K | Hold |
28,120
| – | – | 0.4% | 48 |
|
|
2016
Q3 | $768K | Buy |
28,120
+13,380
| +91% | +$365K | 0.36% | 49 |
|
|
2016
Q2 | $403K | Buy |
14,740
+5,390
| +58% | +$147K | 0.21% | 66 |
|
|
2016
Q1 | $256K | Hold |
9,350
| – | – | 0.18% | 74 |
|
|
2015
Q4 | $256K | Sell |
9,350
-800
| -8% | -$21.9K | 0.2% | 82 |
|
|
2015
Q3 | $279K | Hold |
10,150
| – | – | 0.26% | 69 |
|
|
2015
Q2 | $279K | Hold |
10,150
| – | – | 0.23% | 73 |
|
|
2015
Q1 | $280K | Hold |
10,150
| – | – | 0.23% | 74 |
|
|
2014
Q4 | $279K | Buy |
+10,150
| New | +$279K | 0.24% | 75 |
|