Wilbanks Smith & Thomas Asset Management’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 |
-10,521
| Closed | -$268K | – | 411 |
|
|
2020
Q2 | $268K | Sell |
10,521
-13,684
| -57% | -$349K | 0.02% | 325 |
|
|
2020
Q1 | $614K | Buy |
24,205
+10,782
| +80% | +$274K | 0.05% | 195 |
|
|
2019
Q4 | $343K | Sell |
13,423
-1,159
| -8% | -$29.6K | 0.02% | 309 |
|
|
2019
Q3 | $372K | Buy |
14,582
+3,614
| +33% | +$92.2K | 0.02% | 276 |
|
|
2019
Q2 | $280K | Hold |
10,968
| – | – | 0.02% | 327 |
|
|
2019
Q1 | $280K | Buy |
+10,968
| New | +$280K | 0.02% | 322 |
|
|
2018
Q4 | – | Sell |
-2,760
| Closed | -$70K | – | 1597 |
|
|
2018
Q3 | $70K | Buy |
+2,760
| New | +$70K | ﹤0.01% | 617 |
|