WIC
IBMH
Whitegate Investment Counselors’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 |
-10,850
| Closed | -$276K | – | 205 |
|
|
2019
Q2 | $276K | Hold |
10,850
| – | – | 0.06% | 165 |
|
|
2019
Q1 | $276K | Buy |
10,850
+600
| +6% | +$15.3K | 0.06% | 165 |
|
|
2018
Q4 | $260K | Hold |
10,250
| – | – | 0.06% | 162 |
|
|
2018
Q3 | $260K | Hold |
10,250
| – | – | 0.05% | 160 |
|
|
2018
Q2 | $260K | Hold |
10,250
| – | – | 0.05% | 165 |
|
|
2018
Q1 | $259K | Buy |
10,250
+400
| +4% | +$10.1K | 0.06% | 165 |
|
|
2017
Q4 | $249K | Buy |
9,850
+2,000
| +25% | +$50.6K | 0.05% | 167 |
|
|
2017
Q3 | $201K | Buy |
+7,850
| New | +$201K | 0.04% | 176 |
|