Sandy Spring Bank’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
-21,800
Closed -$556K 1013
2020
Q2
$556K Buy
21,800
+2,150
+11% +$54.8K 0.04% 221
2020
Q1
$499K Hold
19,650
0.05% 214
2019
Q4
$501K Buy
19,650
+1,280
+7% +$32.6K 0.04% 234
2019
Q3
$469K Buy
18,370
+6,435
+54% +$164K 0.04% 238
2019
Q2
$305K Buy
11,935
+675
+6% +$17.3K 0.02% 258
2019
Q1
$287K Buy
11,260
+2,050
+22% +$52.3K 0.02% 257
2018
Q4
$234K Buy
9,210
+990
+12% +$25.2K 0.02% 266
2018
Q3
$208K Buy
8,220
+2,495
+44% +$63.1K 0.02% 302
2018
Q2
$145K Buy
+5,725
New +$145K 0.01% 328