Valeo Financial Advisors’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
-4,900
Closed -$125K 1787
2019
Q3
$125K Buy
+4,900
New +$125K 0.01% 382