Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.95M | Buy |
75,579
+2,969
| +4% | +$76.4K | 0.36% | 58 |
|
2019
Q3 | $1.87M | Buy |
72,610
+1,986
| +3% | +$51.2K | 0.39% | 53 |
|
2019
Q2 | $1.82M | Buy |
70,624
+10,375
| +17% | +$268K | 0.38% | 56 |
|
2019
Q1 | $1.54M | Buy |
60,249
+16,709
| +38% | +$428K | 0.35% | 60 |
|
2018
Q4 | $1.11M | Buy |
+43,540
| New | +$1.11M | 0.4% | 60 |
|