Archford Capital Strategies’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Archford Capital Strategies’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	-9,431	Closed	-$241K	–	323
2021 Q3	$241K	Hold	9,431	–	–	0.06%	281
2021 Q2	$242K	Buy	+9,431	New	+$242K	0.06%	272
2021 Q1	–	Sell	-8,805	Closed	-$227K	–	285
2020 Q4	$227K	Buy	8,805 +405	+5%	+$10.5K	0.05%	253
2020 Q3	$218K	Sell	8,400 -580	-6%	-$15K	0.06%	238
2020 Q2	$233K	Buy	+8,980	New	+$232K	0.07%	227

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Archford Capital Strategies's IBMJ Position: Q4 2021 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 9,431 shares — an estimated $241K sold.

Archford Capital Strategies first reported a position in IBMJ in Q2 2020 and held it in 5 quarters. The position peaked at $242K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Archford Capital Strategies reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Archford Capital Strategies sold 9,431 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $241K.
Archford Capital Strategies first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2020 and held it in 5 quarters.
Archford Capital Strategies's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $242K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Archford Capital Strategies's 13F filing for Q4 2021, filed 20 Jan 2022.