Stratos 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 |
-18,006
| Closed | -$458K | – | 1014 |
|
|
2019
Q2 | $458K | Buy |
18,006
+8
| +0% | +$203 | 0.02% | 605 |
|
|
2019
Q1 | $458K | Buy |
17,998
+5
| +0% | +$127 | 0.02% | 577 |
|
|
2018
Q4 | $457K | Buy |
17,993
+1,008
| +6% | +$25.6K | 0.02% | 535 |
|
|
2018
Q3 | $431K | Buy |
16,985
+557
| +3% | +$14.1K | 0.02% | 589 |
|
|
2018
Q2 | $417K | Buy |
16,428
+6,176
| +60% | +$157K | 0.02% | 621 |
|
|
2018
Q1 | $259K | Buy |
10,252
+5,252
| +105% | +$133K | 0.01% | 799 |
|
|
2017
Q4 | $127K | Buy |
+5,000
| New | +$127K | 0.01% | 1059 |
|