1834 Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,730
| Closed | -$44K | – | 515 |
|
|
2021
Q3 | $44K | Hold |
1,730
| – | – | 0.01% | 273 |
|
|
2021
Q2 | $44K | Hold |
1,730
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $44K | Hold |
1,730
| – | – | 0.01% | 276 |
|
|
2020
Q4 | $45K | Sell |
1,730
-17,300
| -91% | -$447K | 0.01% | 271 |
|
|
2020
Q3 | $493K | Sell |
19,030
-500
| -3% | -$13K | 0.07% | 122 |
|
|
2020
Q2 | $507K | Buy |
19,530
+1,240
| +7% | +$32K | 0.08% | 116 |
|
|
2020
Q1 | $467K | Hold |
18,290
| – | – | 0.09% | 117 |
|
|
2019
Q4 | $471K | Buy |
18,290
+125
| +0.7% | +$3.22K | 0.07% | 121 |
|
|
2019
Q3 | $468K | Buy |
18,165
+285
| +2% | +$7.36K | 0.07% | 124 |
|
|
2019
Q2 | $461K | Sell |
17,880
-235
| -1% | -$6.03K | 0.07% | 121 |
|
|
2019
Q1 | $465K | Buy |
18,115
+1,220
| +7% | +$31.2K | 0.07% | 119 |
|
|
2018
Q4 | $430K | Buy |
16,895
+660
| +4% | +$16.7K | 0.07% | 120 |
|
|
2018
Q3 | $411K | Hold |
16,235
| – | – | 0.06% | 137 |
|
|
2018
Q2 | $413K | Buy |
16,235
+700
| +5% | +$17.7K | 0.06% | 132 |
|
|
2018
Q1 | $395K | Hold |
15,535
| – | – | 0.07% | 135 |
|
|
2017
Q4 | $395K | Buy |
15,535
+6,835
| +79% | +$175K | 0.06% | 139 |
|
|
2017
Q3 | $225K | Buy |
+8,700
| New | +$226K | 0.04% | 160 |
|
Other funds holding IBMJ
1834 Investment Advisors's IBMJ Position: Q4 2021 in Review
1834 Investment Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 1,730 shares — an estimated $44K sold.
1834 Investment Advisors first reported a position in IBMJ in Q3 2017 and held it in 17 quarters. The position peaked at $507K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.
- 1834 Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
- 1834 Investment Advisors sold 1,730 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $44K.
- 1834 Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2017 and held it in 17 quarters.
- 1834 Investment Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $507K in Q2 2020.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.
Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.