APP
IBMJ
Avantax Planning Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-43,772
| Closed | -$1.12M | – | 371 |
|
|
2021
Q3 | $1.12M | Sell |
43,772
-1,306
| -3% | -$33.4K | 0.05% | 129 |
|
|
2021
Q2 | $1.16M | Sell |
45,078
-15,675
| -26% | -$402K | 0.05% | 125 |
|
|
2021
Q1 | $1.56M | Buy |
60,753
+8,072
| +15% | +$208K | 0.08% | 104 |
|
|
2020
Q4 | $1.36M | Buy |
52,681
+3,232
| +7% | +$83.3K | 0.07% | 111 |
|
|
2020
Q3 | $1.28M | Hold |
49,449
| – | – | 0.07% | 113 |
|
|
2020
Q2 | $1.28M | Hold |
49,449
| – | – | 0.07% | 109 |
|
|
2020
Q1 | $1.26M | Sell |
49,449
-12,115
| -20% | -$309K | 0.09% | 93 |
|
|
2019
Q4 | $1.59M | Sell |
61,564
-1,675
| -3% | -$43.2K | 0.09% | 81 |
|
|
2019
Q3 | $1.63M | Buy |
63,239
+1,733
| +3% | +$44.7K | 0.1% | 82 |
|
|
2019
Q2 | $1.58M | Buy |
61,506
+3,076
| +5% | +$79.2K | 0.1% | 79 |
|
|
2019
Q1 | $1.5M | Buy |
58,430
+22,882
| +64% | +$587K | 0.1% | 80 |
|
|
2018
Q4 | $905K | Hold |
35,548
| – | – | 0.07% | 101 |
|
|
2018
Q3 | $899K | Buy |
35,548
+2,220
| +7% | +$56.1K | 0.07% | 88 |
|
|
2018
Q2 | $848K | Buy |
33,328
+10,993
| +49% | +$280K | 0.08% | 91 |
|
|
2018
Q1 | $567K | Buy |
+22,335
| New | +$567K | 0.05% | 161 |
|