B. Riley Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

B. Riley Wealth Advisors’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	-15,966	Closed	-$409K	–	1534
2021 Q3	$409K	Sell	15,966 -16,574	-51%	-$424K	0.01%	884
2021 Q2	$835K	Buy	32,540 +10,316	+46%	+$265K	0.03%	579
2021 Q1	$572K	Buy	22,224 +7,046	+46%	+$181K	0.02%	673
2020 Q4	$392K	Buy	+15,178	New	+$392K	0.02%	615

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

B. Riley Wealth Advisors's IBMJ Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 15,966 shares — an estimated $409K sold.

B. Riley Wealth Advisors first reported a position in IBMJ in Q4 2020 and held it in 4 quarters. The position peaked at $835K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

B. Riley Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Advisors sold 15,966 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $409K.
B. Riley Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
B. Riley Wealth Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $835K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.