AMG National Trust Bank’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

AMG National Trust Bank’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	-42,668	Closed	-$1.09M	–	469
2021 Q3	$1.09M	Hold	42,668	–	–	0.04%	262
2021 Q2	$1.09M	Hold	42,668	–	–	0.03%	262
2021 Q1	$1.1M	Hold	42,668	–	–	0.04%	259
2020 Q4	$1.1M	Hold	42,668	–	–	0.04%	235
2020 Q3	$1.11M	Hold	42,668	–	–	0.05%	215
2020 Q2	$1.11M	Hold	42,668	–	–	0.05%	211
2020 Q1	$1.09M	Hold	42,668	–	–	0.08%	114
2019 Q4	$1.1M	Hold	42,668	–	–	0.06%	142
2019 Q3	$1.1M	Buy	42,668 +11,467	+37%	+$296K	0.06%	132
2019 Q2	$804K	Buy	31,201 +23,389	+299%	+$600K	0.05%	156
2019 Q1	$200K	Buy	+7,812	New	+$200K	0.01%	236

Other funds holding IBMJ

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

AMG National Trust Bank's IBMJ Position: Q4 2021 in Review

AMG National Trust Bank sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 42,668 shares — an estimated $1.09M sold.

AMG National Trust Bank first reported a position in IBMJ in Q1 2019 and held it in 11 quarters. The position peaked at $1.11M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

AMG National Trust Bank reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
AMG National Trust Bank sold 42,668 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.09M.
AMG National Trust Bank first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 11 quarters.
AMG National Trust Bank's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.11M in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on AMG National Trust Bank's 13F filing for Q4 2021, filed 4 Feb 2022.