Sigma Investment Counselors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-10,075
Closed -$256K 166
2019
Q2
$256K Sell
10,075
-1,800
-15% -$45.7K 0.03% 139
2019
Q1
$302K Buy
11,875
+1,300
+12% +$33.1K 0.04% 118
2018
Q4
$268K Buy
+10,575
New +$268K 0.04% 125