Ameritas Investment Partners’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 |
-13,732
| Closed | -$351K | – | 3154 |
|
|
2021
Q3 | $351K | Buy |
13,732
+4,271
| +45% | +$109K | 0.01% | 894 |
|
|
2021
Q2 | $242K | Buy |
9,461
+3
| +0% | +$77 | 0.01% | 1105 |
|
|
2021
Q1 | $243K | Sell |
9,458
-74
| -0.8% | -$1.9K | 0.01% | 1086 |
|
|
2020
Q4 | $245K | Buy |
9,532
+497
| +6% | +$12.8K | 0.01% | 1029 |
|
|
2020
Q3 | $234K | Hold |
9,035
| – | – | 0.01% | 956 |
|
|
2020
Q2 | $234K | Hold |
9,035
| – | – | 0.01% | 944 |
|
|
2020
Q1 | $230K | Sell |
9,035
-650
| -7% | -$16.5K | 0.01% | 873 |
|
|
2019
Q4 | $249K | Sell |
9,685
-677
| -7% | -$17.4K | 0.01% | 965 |
|
|
2019
Q3 | $267K | Sell |
10,362
-298
| -3% | -$7.68K | 0.01% | 915 |
|
|
2019
Q2 | $274K | Buy |
10,660
+750
| +8% | +$19.3K | 0.01% | 908 |
|
|
2019
Q1 | $254K | Buy |
9,910
+375
| +4% | +$9.61K | 0.01% | 928 |
|
|
2018
Q4 | $242K | Buy |
9,535
+2,550
| +37% | +$64.7K | 0.01% | 887 |
|
|
2018
Q3 | $176K | Buy |
6,985
+100
| +1% | +$2.52K | 0.01% | 1172 |
|
|
2018
Q2 | $175K | Buy |
6,885
+800
| +13% | +$20.3K | 0.01% | 1154 |
|
|
2018
Q1 | $154K | Hold |
6,085
| – | – | 0.01% | 1227 |
|
|
2017
Q4 | $237K | Buy |
6,085
+910
| +18% | +$35.4K | 0.01% | 1004 |
|
|
2017
Q3 | $133K | Buy |
5,175
+2,800
| +118% | +$72K | 0.01% | 1290 |
|
|
2017
Q2 | $61K | Sell |
2,375
-225
| -9% | -$5.78K | ﹤0.01% | 1783 |
|
|
2017
Q1 | $66K | Buy |
2,600
+1,600
| +160% | +$40.6K | ﹤0.01% | 1667 |
|
|
2016
Q4 | $25K | Buy |
+1,000
| New | +$25K | ﹤0.01% | 1161 |
|