WFG Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-358
| Closed | -$10K | – | 2188 |
|
|
2014
Q4 | $10K | Hold |
358
| – | – | ﹤0.01% | 1471 |
|
|
2014
Q3 | $10K | Hold |
358
| – | – | ﹤0.01% | 1499 |
|
|
2014
Q2 | $10K | Buy |
358
+2
| +0.6% | +$56 | ﹤0.01% | 1487 |
|
|
2014
Q1 | $10K | Hold |
356
| – | – | ﹤0.01% | 1472 |
|
|
2013
Q4 | $10K | Hold |
356
| – | – | ﹤0.01% | 1595 |
|
|
2013
Q3 | $10K | Buy |
356
+2
| +0.6% | +$56 | ﹤0.01% | 1538 |
|
|
2013
Q2 | $10K | Buy |
+354
| New | +$10K | ﹤0.01% | 1471 |
|