TCV Trust & Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$412K Sell
2018
Q4
$563K Sell
2018
Q3
$679K Buy
2018
Q2
$678K Buy
2018
Q1
$662K Hold
2017
Q4
$663K Hold
2017
Q3
$669K Sell
2017
Q2
$702K Sell
2017
Q1
$728K Sell
2016
Q4
$1.08M Buy