Archford Capital Strategies’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 |
-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% | +$10.4K | 0.05% | 253 |
|
2020
Q3 | $218K | Sell |
8,400
-580
| -6% | -$15.1K | 0.06% | 238 |
|
2020
Q2 | $233K | Buy |
+8,980
| New | +$233K | 0.07% | 227 |
|