APA
IBMJ

American Portfolios Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

American Portfolios Advisors’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
-35,790
Closed -$916K – 3655
2021
Q3 		$916K Sell
35,790
-9,310
-21% -$238K 0.03% 494
2021
Q2 		$1.16M Hold
45,100
– – 0.04% 405
2021
Q1 		$1.16M Hold
45,100
– – 0.05% 364
2020
Q4 		$1.16M Hold
45,100
– – 0.06% 307
2020
Q3 		$1.17M Buy
45,100
+3,875
+9% +$100K 0.07% 258
2020
Q2 		$1.07M Buy
41,225
+10,470
+34% +$270K 0.07% 261
2020
Q1 		$785K Buy
30,755
+9,490
+45% +$244K 0.07% 265
2019
Q4 		$548K Hold
21,265
– – 0.04% 397
2019
Q3 		$548K Hold
21,265
– – 0.04% 371
2019
Q2 		$548K Buy
21,265
+3,500
+20% +$89.8K 0.05% 364
2019
Q1 		$456K Hold
17,765
– – 0.04% 392
2018
Q4 		$452K Hold
17,765
– – 0.06% 302
2018
Q3 		$449K Hold
17,765
– – 0.05% 347
2018
Q2 		$452K Hold
17,765
– – 0.06% 306
2018
Q1 		$451K Hold
17,765
– – 0.07% 283
2017
Q4 		$452K Buy
+17,765
New +$456K 0.07% 276

Other funds holding IBMJ

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

American Portfolios Advisors's IBMJ Position: Q4 2021 in Review

American Portfolios Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 35,790 shares — an estimated $916K sold.

American Portfolios Advisors first reported a position in IBMJ in Q4 2017 and held it in 16 quarters. The position peaked at $1.17M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • American Portfolios Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 35,790 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $916K.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 16 quarters.
  • American Portfolios Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.17M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.