TF
IBMI
TLWM Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,951
| Closed | -$636K | – | 62 |
|
|
2020
Q2 | $636K | Sell |
24,951
-2,000
| -7% | -$51K | 0.38% | 27 |
|
|
2020
Q1 | $683K | Hold |
26,951
| – | – | 0.4% | 23 |
|
|
2019
Q4 | $688K | Hold |
26,951
| – | – | 0.33% | 28 |
|
|
2019
Q3 | $688K | Hold |
26,951
| – | – | 0.35% | 23 |
|
|
2019
Q2 | $689K | Hold |
26,951
| – | – | 0.4% | 21 |
|
|
2019
Q1 | $687K | Hold |
26,951
| – | – | 0.39% | 21 |
|
|
2018
Q4 | $684K | Buy |
+26,951
| New | +$684K | 0.41% | 23 |
|