Advisornet Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-395
| Closed | -$10K | – | 2014 |
|
|
2020
Q1 | $10K | Sell |
395
-650
| -62% | -$16.5K | ﹤0.01% | 1267 |
|
|
2019
Q4 | $27K | Sell |
1,045
-1,100
| -51% | -$28.4K | ﹤0.01% | 1096 |
|
|
2019
Q3 | $55K | Buy |
2,145
+525
| +32% | +$13.5K | 0.01% | 865 |
|
|
2019
Q2 | $42K | Hold |
1,620
| – | – | ﹤0.01% | 857 |
|
|
2019
Q1 | $42K | Hold |
1,620
| – | – | 0.01% | 784 |
|
|
2018
Q4 | $41K | Sell |
1,620
-685
| -30% | -$17.3K | 0.01% | 736 |
|
|
2018
Q3 | $58K | Buy |
2,305
+650
| +39% | +$16.4K | 0.01% | 687 |
|
|
2018
Q2 | $42K | Hold |
1,655
| – | – | 0.01% | 760 |
|
|
2018
Q1 | $42K | Buy |
1,655
+395
| +31% | +$10K | 0.01% | 741 |
|
|
2017
Q4 | $32K | Buy |
+1,260
| New | +$32K | ﹤0.01% | 765 |
|