WFG Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,243
| Closed | -$66K | – | 2202 |
|
|
2014
Q4 | $66K | Sell |
1,243
-471
| -27% | -$25K | 0.01% | 788 |
|
|
2014
Q3 | $91K | Buy |
1,714
+2
| +0.1% | +$106 | 0.02% | 700 |
|
|
2014
Q2 | $91K | Buy |
1,712
+3
| +0.2% | +$159 | 0.02% | 693 |
|
|
2014
Q1 | $91K | Buy |
1,709
+3
| +0.2% | +$160 | 0.02% | 670 |
|
|
2013
Q4 | $91K | Buy |
1,706
+3
| +0.2% | +$160 | 0.01% | 782 |
|
|
2013
Q3 | $91K | Buy |
1,703
+3
| +0.2% | +$160 | 0.01% | 731 |
|
|
2013
Q2 | $90K | Buy |
+1,700
| New | +$90K | 0.02% | 697 |
|