Royal Harbor Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-19,588
Closed -$499K 94
2020
Q2
$499K Sell
19,588
-4,861
-20% -$124K 0.49% 59
2020
Q1
$620K Buy
24,449
+2,972
+14% +$75.4K 0.72% 43
2019
Q4
$548K Buy
+21,477
New +$548K 0.53% 40