Avantax Planning 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 |
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|
2021
Q3 | $1.12M | Sell |
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2021
Q2 | $1.16M | Sell |
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2021
Q1 | $1.56M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.28M | Hold |
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2020
Q2 | $1.28M | Hold |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $1.58M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $905K | Hold |
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2018
Q3 | $899K | Buy |
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|
2018
Q2 | $848K | Buy |
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|
2018
Q1 | $567K | Buy |
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