AEPG
IBMJ

American Economic Planning Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

American Economic Planning Group’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
2019
Q3 		$233K Hold
9,050
– – 0.06% 81
2019
Q2 		$233K Sell
9,050
-1
-0% -$26 0.07% 82
2019
Q1 		$232K Buy
+9,051
New +$231K 0.07% 81

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UCFA
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RJFSA
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American Economic Planning Group's IBMJ Position: Q3 2019 in Review

American Economic Planning Group held its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) position steady in Q3 2019 at 9,050 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #81.

American Economic Planning Group first reported a position in IBMJ in Q1 2019 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

  • American Economic Planning Group held 9,050 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $233K as of Q3 2019.
  • American Economic Planning Group left its iShares iBonds Dec 2021 Term Muni Bond ETF share count unchanged in Q3 2019.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #81 holding.
  • American Economic Planning Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.