Apollon Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Apollon Wealth Management’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	-44,901	Closed	-$1.15M	–	792
2021 Q3	$1.15M	Buy	+44,901	New	+$1.15M	0.16%	131

Other funds holding IBMJ

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

Apollon Wealth Management's IBMJ Position: Q4 2021 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 44,901 shares — an estimated $1.15M sold.

Apollon Wealth Management first reported a position in IBMJ in Q3 2021 and held it in 1 quarter. The position peaked at $1.15M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Apollon Wealth Management sold 44,901 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.15M.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2021 and held it in 1 quarter.
Apollon Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.15M in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Apollon Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.