SW
IBMI

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

SlateStone Wealth’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,972
Closed -$509K – 190
2020
Q2 		$509K Hold
19,972
– – 0.11% 129
2020
Q1 		$507K Hold
19,972
– – 0.14% 117
2019
Q4 		$510K Buy
+19,972
New +$510K 0.12% 131