VA
IBMD
Valmark Advisers’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,666
| Closed | -$402K | – | 66 |
|
|
2015
Q2 | $402K | Sell |
7,666
-774
| -9% | -$40.6K | 0.01% | 45 |
|
|
2015
Q1 | $443K | Sell |
8,440
-104
| -1% | -$5.46K | 0.01% | 44 |
|
|
2014
Q4 | $450K | Sell |
8,544
-54
| -0.6% | -$2.84K | 0.01% | 42 |
|
|
2014
Q3 | $454K | Sell |
8,598
-194
| -2% | -$10.2K | 0.01% | 41 |
|
|
2014
Q2 | $466K | Buy |
8,792
+1,505
| +21% | +$79.8K | 0.01% | 40 |
|
|
2014
Q1 | $387K | Buy |
7,287
+673
| +10% | +$35.7K | 0.01% | 41 |
|
|
2013
Q4 | $352K | Buy |
+6,614
| New | +$352K | 0.01% | 48 |
|