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IBMJ

Avantax Planning Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Avantax Planning Partners’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
-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% +$83.4K 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% -$312K 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% +$44.8K 0.1% 82
2019
Q2 		$1.58M Buy
61,506
+3,076
+5% +$78.9K 0.1% 79
2019
Q1 		$1.5M Buy
58,430
+22,882
+64% +$585K 0.1% 80
2018
Q4 		$905K Hold
35,548
– – 0.07% 101
2018
Q3 		$899K Buy
35,548
+2,220
+7% +$56.4K 0.07% 88
2018
Q2 		$848K Buy
33,328
+10,993
+49% +$278K 0.08% 91
2018
Q1 		$567K Buy
+22,335
New +$568K 0.05% 161

Other funds holding IBMJ

Mercer Global Advisors
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Avantax Planning Partners's IBMJ Position: Q4 2021 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 43,772 shares — an estimated $1.12M sold.

Avantax Planning Partners first reported a position in IBMJ in Q1 2018 and held it in 15 quarters. The position peaked at $1.63M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 43,772 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.12M.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2018 and held it in 15 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.63M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Avantax Planning Partners's 13F filing for Q4 2021, filed 28 Jan 2022.