BOPW
IBMJ

Brandywine Oak Private Wealth’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Brandywine Oak Private Wealth’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
-85,064
Closed -$2.17M – 366
2021
Q3 		$2.17M Sell
85,064
-26,519
-24% -$679K 0.25% 69
2021
Q2 		$2.86M Sell
111,583
-19,135
-15% -$491K 0.33% 50
2021
Q1 		$3.36M Buy
130,718
+9,157
+8% +$236K 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% +$162K 0.26% 61
2020
Q1 		$1.29M Buy
50,492
+32,367
+179% +$834K 0.27% 63
2019
Q4 		$466K Buy
18,125
+10,239
+130% +$264K 0.08% 122
2019
Q3 		$203K Buy
+7,886
New +$204K 0.04% 229

Other funds holding IBMJ

Mercer Global Advisors
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Brandywine Oak Private Wealth's IBMJ Position: Q4 2021 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 85,064 shares — an estimated $2.17M sold.

Brandywine Oak Private Wealth first reported a position in IBMJ in Q3 2019 and held it in 9 quarters. The position peaked at $3.36M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 85,064 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $2.17M.
  • Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2019 and held it in 9 quarters.
  • Brandywine Oak Private Wealth's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $3.36M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2021, filed 7 Feb 2022.