Steward Partners Investment Advisory’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
-2,625
Closed -$67K 2941
2020
Q2
$67K Hold
2,625
﹤0.01% 1302
2020
Q1
$66K Buy
2,625
+5
+0.2% +$126 ﹤0.01% 1173
2019
Q4
$66K Hold
2,620
﹤0.01% 1289
2019
Q3
$66K Hold
2,620
﹤0.01% 1248
2019
Q2
$66K Buy
+2,620
New +$66K ﹤0.01% 1235