SWM
IBMI

Shakespeare Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Shakespeare Wealth Management’s Portfolio IBMI Stock Details IBMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,987
Closed -$485K – 76
2019
Q4 		$485K Buy
+18,987
New +$485K 0.26% 47