Sargent Bickham Lagudis’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 |
-15,121
| Closed | -$385K | – | 857 |
|
|
2020
Q2 | $385K | Hold |
15,121
| – | – | 0.04% | 154 |
|
|
2020
Q1 | $384K | Hold |
15,121
| – | – | 0.05% | 158 |
|
|
2019
Q4 | $386K | Hold |
15,121
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $386K | Hold |
15,121
| – | – | 0.05% | 149 |
|
|
2019
Q2 | $386K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2019
Q1 | $386K | Hold |
15,121
| – | – | 0.04% | 164 |
|
|
2018
Q4 | $384K | Hold |
15,121
| – | – | 0.05% | 153 |
|
|
2018
Q3 | $382K | Hold |
15,121
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $384K | Hold |
15,121
| – | – | 0.05% | 151 |
|
|
2018
Q1 | $383K | Hold |
15,121
| – | – | 0.05% | 148 |
|
|
2017
Q4 | $383K | Hold |
15,121
| – | – | 0.05% | 154 |
|
|
2017
Q3 | $389K | Hold |
15,121
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $387K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2017
Q1 | $386K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $382K | Hold |
15,121
| – | – | 0.06% | 146 |
|
|
2016
Q3 | $390 | Hold |
15,121
| – | – | 0.06% | 149 |
|
|
2016
Q2 | $393K | Hold |
15,121
| – | – | 0.06% | 147 |
|
|
2016
Q1 | $389K | Buy |
+15,121
| New | +$389K | 0.06% | 153 |
|