Sonata Capital Group’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 |
-13,933
| Closed | -$355K | – | 120 |
|
|
2020
Q2 | $355K | Hold |
13,933
| – | – | 0.23% | 79 |
|
|
2020
Q1 | $353K | Hold |
13,933
| – | – | 0.27% | 77 |
|
|
2019
Q4 | $356K | Buy |
13,933
+2,155
| +18% | +$55.1K | 0.22% | 83 |
|
|
2019
Q3 | $301K | Hold |
11,778
| – | – | 0.2% | 85 |
|
|
2019
Q2 | $301K | Buy |
+11,778
| New | +$301K | 0.21% | 86 |
|