Ausdal Financial Partners’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 |
-17,488
| Closed | -$447K | – | 523 |
|
|
2021
Q3 | $447K | Buy |
17,488
+16
| +0.1% | +$409 | 0.07% | 291 |
|
|
2021
Q2 | $448K | Buy |
17,472
+26
| +0.1% | +$667 | 0.07% | 278 |
|
|
2021
Q1 | $449K | Buy |
17,446
+27
| +0.2% | +$695 | 0.08% | 261 |
|
|
2020
Q4 | $449K | Sell |
17,419
-444
| -2% | -$11.4K | 0.09% | 242 |
|
|
2020
Q3 | $463K | Sell |
17,863
-332
| -2% | -$8.61K | 0.11% | 201 |
|
|
2020
Q2 | $472K | Buy |
18,195
+38
| +0.2% | +$986 | 0.16% | 149 |
|
|
2020
Q1 | $467K | Buy |
18,157
+59
| +0.3% | +$1.52K | 0.17% | 144 |
|
|
2019
Q4 | $469K | Buy |
18,098
+3,851
| +27% | +$99.8K | 0.14% | 190 |
|
|
2019
Q3 | $367K | Buy |
14,247
+33
| +0.2% | +$850 | 0.13% | 201 |
|
|
2019
Q2 | $368K | Buy |
14,214
+451
| +3% | +$11.7K | 0.14% | 185 |
|
|
2019
Q1 | $353K | Buy |
13,763
+415
| +3% | +$10.6K | 0.14% | 176 |
|
|
2018
Q4 | $340K | Sell |
13,348
-10,341
| -44% | -$263K | 0.17% | 156 |
|
|
2018
Q3 | $599K | Buy |
23,689
+43
| +0.2% | +$1.09K | 0.17% | 162 |
|
|
2018
Q2 | $601K | Buy |
23,646
+9,824
| +71% | +$250K | 0.19% | 160 |
|
|
2018
Q1 | $351K | Buy |
13,822
+653
| +5% | +$16.6K | 0.12% | 217 |
|
|
2017
Q4 | $335K | Buy |
13,169
+539
| +4% | +$13.7K | 0.12% | 234 |
|
|
2017
Q3 | $327K | Buy |
12,630
+1,762
| +16% | +$45.6K | 0.13% | 207 |
|
|
2017
Q2 | $280K | Buy |
+10,868
| New | +$280K | 0.12% | 225 |
|