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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-15,966
Closed -$409K 1534
2021
Q3
$409K Sell
15,966
-16,574
-51% -$425K 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