Brandywine Oak Private Wealth’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 |
-85,064
| Closed | -$2.18M | – | 366 |
|
|
2021
Q3 | $2.18M | Sell |
85,064
-26,519
| -24% | -$678K | 0.25% | 69 |
|
|
2021
Q2 | $2.86M | Sell |
111,583
-19,135
| -15% | -$490K | 0.33% | 50 |
|
|
2021
Q1 | $3.36M | Buy |
130,718
+9,157
| +8% | +$235K | 0.5% | 40 |
|
|
2020
Q4 | $3.13M | Buy |
121,561
+10,668
| +10% | +$275K | 0.48% | 39 |
|
|
2020
Q3 | $2.87M | Buy |
110,893
+54,115
| +95% | +$1.4M | 0.48% | 36 |
|
|
2020
Q2 | $1.47M | Buy |
56,778
+6,286
| +12% | +$163K | 0.26% | 61 |
|
|
2020
Q1 | $1.29M | Buy |
50,492
+32,367
| +179% | +$826K | 0.27% | 63 |
|
|
2019
Q4 | $466K | Buy |
18,125
+10,239
| +130% | +$263K | 0.08% | 122 |
|
|
2019
Q3 | $203K | Buy |
+7,886
| New | +$203K | 0.04% | 229 |
|