Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,530
| Closed | -$25.3K | – | 574 |
|
|
2019
Q3 | $25.3K | Hold |
4,530
| – | – | 0.13% | 107 |
|
|
2019
Q2 | $115K | Buy |
4,530
+1,964
| +77% | +$49.9K | 0.06% | 165 |
|
|
2019
Q1 | $65K | Buy |
2,566
+1,381
| +117% | +$35K | 0.03% | 212 |
|
|
2018
Q4 | $30K | Hold |
1,185
| – | – | 0.02% | 286 |
|
|
2018
Q3 | $30K | Hold |
1,185
| – | – | 0.02% | 287 |
|
|
2018
Q2 | $30K | Buy |
1,185
+396
| +50% | +$10K | 0.02% | 317 |
|
|
2018
Q1 | $20K | Buy |
+789
| New | +$20K | 0.01% | 364 |
|