BCS Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

BCS Wealth Management’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	-14,489	Closed	-$371K	–	205
2021 Q3	$371K	Hold	14,489	–	–	0.16%	120
2021 Q2	$371K	Hold	14,489	–	–	0.2%	99
2021 Q1	$373K	Hold	14,489	–	–	0.18%	104
2020 Q4	$373K	Hold	14,489	–	–	0.19%	93
2020 Q3	$375K	Hold	14,489	–	–	0.21%	87
2020 Q2	$376K	Hold	14,489	–	–	0.23%	85
2020 Q1	$370K	Hold	14,489	–	–	0.26%	73
2019 Q4	$373K	Buy	+14,489	New	+$374K	0.25%	74

Other funds holding IBMJ

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

BCS Wealth Management's IBMJ Position: Q4 2021 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 14,489 shares — an estimated $371K sold.

BCS Wealth Management first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $376K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

BCS Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
BCS Wealth Management sold 14,489 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $371K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
BCS Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $376K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on BCS Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.