W
IBMH
Wealthquest’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-150,559
| Closed | -$3.83M | – | 141 |
|
|
2019
Q2 | $3.83M | Sell |
150,559
-3,494
| -2% | -$88.9K | 1.45% | 15 |
|
|
2019
Q1 | $3.92M | Buy |
154,053
+4,128
| +3% | +$105K | 1.48% | 16 |
|
|
2018
Q4 | $3.81M | Buy |
+149,925
| New | +$3.81M | 1.56% | 14 |
|