SEIA
IBMI
Signature Estate & Investment Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,680
| Closed | -$221K | – | 169 |
|
|
2019
Q3 | $221K | Buy |
8,680
+820
| +10% | +$20.9K | 0.01% | 144 |
|
|
2019
Q2 | $201K | Sell |
7,860
-12,588
| -62% | -$322K | 0.01% | 151 |
|
|
2019
Q1 | $522K | Buy |
20,448
+1,647
| +9% | +$42K | 0.04% | 114 |
|
|
2018
Q4 | $477K | Buy |
+18,801
| New | +$477K | 0.04% | 115 |
|
|
2018
Q3 | – | Sell |
-209,095
| Closed | -$5.31M | – | 182 |
|
|
2018
Q2 | $5.31M | Sell |
209,095
-3,738
| -2% | -$94.9K | 0.5% | 38 |
|
|
2018
Q1 | $5.4M | Buy |
212,833
+10,577
| +5% | +$268K | 0.55% | 36 |
|
|
2017
Q4 | $5.13M | Sell |
202,256
-11,321
| -5% | -$287K | 0.52% | 41 |
|
|
2017
Q3 | $5.49M | Sell |
213,577
-10,466
| -5% | -$269K | 0.61% | 37 |
|
|
2017
Q2 | $5.73M | Buy |
224,043
+6,388
| +3% | +$163K | 0.68% | 38 |
|
|
2017
Q1 | $5.56M | Buy |
217,655
+10,277
| +5% | +$263K | 0.7% | 38 |
|
|
2016
Q4 | $5.23M | Sell |
207,378
-836
| -0.4% | -$21.1K | 0.73% | 39 |
|
|
2016
Q3 | $5.37M | Buy |
208,214
+31,702
| +18% | +$818K | 0.79% | 39 |
|
|
2016
Q2 | $4.58M | Buy |
+176,512
| New | +$4.58M | 0.73% | 35 |
|