Advisory Services Network’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Advisory Services Network’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-24,258	Closed	-$621K	–	1546
2021 Q3	$621K	Buy	24,258 +1,223	+5%	+$31.3K	0.02%	789
2021 Q2	$591K	Buy	23,035 +1,400	+6%	+$35.9K	0.02%	816
2021 Q1	$556K	Buy	21,635 +9,149	+73%	+$235K	0.02%	800
2020 Q4	$322K	Sell	12,486 -492	-4%	-$12.7K	0.01%	912
2020 Q3	$336K	Buy	+12,978	New	+$336K	0.02%	783
2020 Q2	–	Sell	-6,001	Closed	-$153K	–	3164
2020 Q1	$153K	Buy	6,001 +9	+0.2%	+$232	0.01%	910
2019 Q4	$154K	Buy	+5,992	New	+$155K	0.01%	988

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Advisory Services Network's IBMJ Position: Q4 2021 in Review

Advisory Services Network sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 24,258 shares — an estimated $621K sold.

Advisory Services Network first reported a position in IBMJ in Q4 2019 and held it in 7 quarters. The position peaked at $621K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Advisory Services Network reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Advisory Services Network sold 24,258 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $621K.
Advisory Services Network first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 7 quarters.
Advisory Services Network's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $621K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Advisory Services Network's 13F filing for Q4 2021, filed 14 Feb 2022.