1IA
IBMJ
1834 Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,730
| Closed | -$44K | – | 514 |
|
|
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% | -$450K | 0.01% | 271 |
|
|
2020
Q3 | $493K | Sell |
19,030
-500
| -3% | -$13K | 0.07% | 122 |
|
|
2020
Q2 | $507K | Buy |
19,530
+1,240
| +7% | +$32.2K | 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% | +$7.34K | 0.07% | 124 |
|
|
2019
Q2 | $461K | Sell |
17,880
-235
| -1% | -$6.06K | 0.07% | 121 |
|
|
2019
Q1 | $465K | Buy |
18,115
+1,220
| +7% | +$31.3K | 0.07% | 119 |
|
|
2018
Q4 | $430K | Buy |
16,895
+660
| +4% | +$16.8K | 0.07% | 120 |
|
|
2018
Q3 | $411K | Hold |
16,235
| – | – | 0.06% | 137 |
|
|
2018
Q2 | $413K | Buy |
16,235
+700
| +5% | +$17.8K | 0.06% | 132 |
|
|
2018
Q1 | $395K | Hold |
15,535
| – | – | 0.07% | 135 |
|
|
2017
Q4 | $395K | Buy |
15,535
+6,835
| +79% | +$174K | 0.06% | 139 |
|
|
2017
Q3 | $225K | Buy |
+8,700
| New | +$225K | 0.04% | 160 |
|