Annapolis Financial Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Annapolis Financial Services’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	-12,646	Closed	-$323K	–	518
2021 Q3	$323K	Hold	12,646	–	–	0.11%	91
2021 Q2	$324K	Hold	12,646	–	–	0.11%	89
2021 Q1	$325K	Hold	12,646	–	–	0.12%	80
2020 Q4	$326K	Buy	+12,646	New	+$326K	0.13%	77

Other funds holding IBMJ

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

Annapolis Financial Services's IBMJ Position: Q4 2021 in Review

Annapolis Financial Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 12,646 shares — an estimated $323K sold.

Annapolis Financial Services first reported a position in IBMJ in Q4 2020 and held it in 4 quarters. The position peaked at $326K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Annapolis Financial Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Annapolis Financial Services sold 12,646 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $323K.
Annapolis Financial Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
Annapolis Financial Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $326K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.