Bridgeworth’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
Q2 | – | Sell |
-8,425
| Closed | -$217K | – | 139 |
|
2021
Q1 | $217K | Hold |
8,425
| – | – | 0.07% | 119 |
|
2020
Q4 | $217K | Hold |
8,425
| – | – | 0.07% | 118 |
|
2020
Q3 | $218K | Hold |
8,425
| – | – | 0.08% | 112 |
|
2020
Q2 | $219K | Hold |
8,425
| – | – | 0.09% | 117 |
|
2020
Q1 | $215K | Hold |
8,425
| – | – | 0.1% | 107 |
|
2019
Q4 | $217K | Hold |
8,425
| – | – | 0.08% | 122 |
|
2019
Q3 | $217K | Hold |
8,425
| – | – | 0.08% | 118 |
|
2019
Q2 | $217K | Hold |
8,425
| – | – | 0.08% | 120 |
|
2019
Q1 | $216K | Buy |
+8,425
| New | +$216K | 0.09% | 122 |
|
2018
Q3 | – | Sell |
-2,562
| Closed | -$65K | – | 662 |
|
2018
Q2 | $65K | Buy |
+2,562
| New | +$65K | 0.03% | 249 |
|