Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-132,147
| Closed | -$3.37M | – | 116 |
|
|
2020
Q2 | $3.37M | Buy |
+132,147
| New | +$3.37M | 0.86% | 20 |
|
|
2019
Q4 | $4.06M | Hold |
159,118
| – | – | 1.16% | 19 |
|
|
2019
Q3 | $4.06M | Hold |
159,118
| – | – | 1.36% | 15 |
|
|
2019
Q2 | $4.07M | Hold |
159,118
| – | – | 1.54% | 13 |
|
|
2019
Q1 | $4.06M | Buy |
159,118
+5,158
| +3% | +$132K | 1.53% | 14 |
|
|
2018
Q4 | $3.91M | Buy |
+153,960
| New | +$3.91M | 1.6% | 13 |
|