Ausdal Financial Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,488
| Closed | -$447K | – | 529 |
|
|
2021
Q3 | $447K | Buy |
17,488
+16
| +0.1% | +$410 | 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% | -$11.5K | 0.09% | 242 |
|
|
2020
Q3 | $463K | Sell |
17,863
-332
| -2% | -$8.6K | 0.11% | 201 |
|
|
2020
Q2 | $472K | Buy |
18,195
+38
| +0.2% | +$981 | 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% | +$99.3K | 0.14% | 190 |
|
|
2019
Q3 | $367K | Buy |
14,247
+33
| +0.2% | +$852 | 0.13% | 201 |
|
|
2019
Q2 | $368K | Buy |
14,214
+451
| +3% | +$11.6K | 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% | -$262K | 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% | +$249K | 0.19% | 160 |
|
|
2018
Q1 | $351K | Buy |
13,822
+653
| +5% | +$16.6K | 0.12% | 217 |
|
|
2017
Q4 | $335K | Buy |
13,169
+539
| +4% | +$13.8K | 0.12% | 234 |
|
|
2017
Q3 | $327K | Buy |
12,630
+1,762
| +16% | +$45.7K | 0.13% | 207 |
|
|
2017
Q2 | $280K | Buy |
+10,868
| New | +$281K | 0.12% | 225 |
|
Other funds holding IBMJ
Ausdal Financial Partners's IBMJ Position: Q4 2021 in Review
Ausdal Financial Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 17,488 shares — an estimated $447K sold.
Ausdal Financial Partners first reported a position in IBMJ in Q2 2017 and held it in 18 quarters. The position peaked at $601K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.
- Ausdal Financial Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
- Ausdal Financial Partners sold 17,488 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $447K.
- Ausdal Financial Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2017 and held it in 18 quarters.
- Ausdal Financial Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $601K in Q2 2018.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.
Based on Ausdal Financial Partners's 13F filing for Q4 2021, filed 8 Feb 2022.