TCV Trust & Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI 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
$260K Sell
2018
Q4
$381K Sell
2018
Q3
$458K Buy
2018
Q2
$449K Buy
2018
Q1
$435K Buy
2017
Q4
$370K Sell
2017
Q3
$452K Sell
2017
Q2
$579K Hold
2017
Q1
$578K Sell
2016
Q4
$881K Buy