Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,151
| Closed | -$260K | – | 402 |
|
|
2021
Q3 | $260K | Hold |
10,151
| – | – | 0.02% | 327 |
|
|
2021
Q2 | $260K | Sell |
10,151
-8,939
| -47% | -$229K | 0.02% | 336 |
|
|
2021
Q1 | $491K | Sell |
19,090
-7,739
| -29% | -$199K | 0.04% | 223 |
|
|
2020
Q4 | $692K | Sell |
26,829
-11,612
| -30% | -$300K | 0.06% | 140 |
|
|
2020
Q3 | $996K | Sell |
38,441
-295
| -0.8% | -$7.64K | 0.1% | 97 |
|
|
2020
Q2 | $1.01M | Buy |
38,736
+156
| +0.4% | +$4.05K | 0.11% | 91 |
|
|
2020
Q1 | $984K | Sell |
38,580
-1,278
| -3% | -$32.6K | 0.13% | 82 |
|
|
2019
Q4 | $1.03M | Sell |
39,858
-4,417
| -10% | -$114K | 0.12% | 95 |
|
|
2019
Q3 | $1.14M | Buy |
44,275
+10,556
| +31% | +$272K | 0.15% | 78 |
|
|
2019
Q2 | $869K | Buy |
33,719
+2,492
| +8% | +$64.2K | 0.13% | 102 |
|
|
2019
Q1 | $801K | Buy |
31,227
+13,474
| +76% | +$346K | 0.13% | 106 |
|
|
2018
Q4 | $452K | Sell |
17,753
-5,225
| -23% | -$133K | 0.09% | 156 |
|
|
2018
Q3 | $581K | Buy |
22,978
+5,026
| +28% | +$127K | 0.11% | 144 |
|
|
2018
Q2 | $457K | Sell |
17,952
-2,253
| -11% | -$57.4K | 0.12% | 127 |
|
|
2018
Q1 | $514K | Sell |
20,205
-3,204
| -14% | -$81.5K | 0.2% | 81 |
|
|
2017
Q4 | $595K | Buy |
+23,409
| New | +$595K | 0.27% | 69 |
|