Altium Wealth Management’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 |
-10,151
| Closed | -$260K | – | 404 |
|
|
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 | $1M | Buy |
38,736
+156
| +0.4% | +$4.03K | 0.11% | 91 |
|
|
2020
Q1 | $984K | Sell |
38,580
-1,278
| -3% | -$32.9K | 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% | +$273K | 0.15% | 78 |
|
|
2019
Q2 | $869K | Buy |
33,719
+2,492
| +8% | +$64K | 0.13% | 102 |
|
|
2019
Q1 | $801K | Buy |
31,227
+13,474
| +76% | +$344K | 0.13% | 106 |
|
|
2018
Q4 | $452K | Sell |
17,753
-5,225
| -23% | -$132K | 0.09% | 156 |
|
|
2018
Q3 | $581K | Buy |
22,978
+5,026
| +28% | +$128K | 0.11% | 144 |
|
|
2018
Q2 | $457K | Sell |
17,952
-2,253
| -11% | -$57K | 0.12% | 127 |
|
|
2018
Q1 | $514K | Sell |
20,205
-3,204
| -14% | -$81.5K | 0.2% | 81 |
|
|
2017
Q4 | $595K | Buy |
+23,409
| New | +$601K | 0.27% | 69 |
|
Other funds holding IBMJ
Altium Wealth Management's IBMJ Position: Q4 2021 in Review
Altium Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 10,151 shares — an estimated $260K sold.
Altium Wealth Management first reported a position in IBMJ in Q4 2017 and held it in 16 quarters. The position peaked at $1.14M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.
- Altium Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
- Altium Wealth Management sold 10,151 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $260K.
- Altium Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 16 quarters.
- Altium Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.14M in Q3 2019.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.
Based on Altium Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.