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 |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $692K | Sell |
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|
2020
Q3 | $996K | Sell |
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|
2020
Q2 | $1M | Buy |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $869K | Buy |
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|
2019
Q1 | $801K | Buy |
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|
2018
Q4 | $452K | Sell |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $457K | Sell |
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|
2018
Q1 | $514K | Sell |
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|
2017
Q4 | $595K | Buy |
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