Capital Asset Advisory Services’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 |
-1,364
| Closed | -$35K | – | 737 |
|
|
2021
Q3 | $35K | Hold |
1,364
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $35K | Hold |
1,364
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $35K | Hold |
1,364
| – | – | 0.01% | 527 |
|
|
2020
Q4 | $35K | Buy |
1,364
+388
| +40% | +$9.96K | 0.01% | 700 |
|
|
2020
Q3 | $25K | Hold |
976
| – | – | 0.01% | 422 |
|
|
2020
Q2 | $25K | Hold |
976
| – | – | 0.01% | 447 |
|
|
2020
Q1 | $25K | Hold |
976
| – | – | 0.01% | 392 |
|
|
2019
Q4 | $25K | Buy |
+976
| New | +$25K | 0.01% | 470 |
|