SWP
IBMH
Strategic Wealth Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,756
| Closed | -$95K | – | 790 |
|
|
2019
Q2 | $95K | Buy |
3,756
+1,967
| +110% | +$49.8K | 0.05% | 184 |
|
|
2019
Q1 | $45K | Buy |
1,789
+1,000
| +127% | +$25.2K | 0.02% | 251 |
|
|
2018
Q4 | $20K | Hold |
789
| – | – | 0.01% | 342 |
|
|
2018
Q3 | $20K | Hold |
789
| – | – | 0.01% | 340 |
|
|
2018
Q2 | $20K | Hold |
789
| – | – | 0.01% | 402 |
|
|
2018
Q1 | $20K | Buy |
+789
| New | +$20K | 0.01% | 361 |
|