Capital Asset Advisory Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Capital Asset Advisory Services’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	-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%	+$10K	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	+$25.2K	0.01%	470

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Capital Asset Advisory Services's IBMJ Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 1,364 shares — an estimated $35K sold.

Capital Asset Advisory Services first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $35K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Capital Asset Advisory Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 1,364 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $35K.
Capital Asset Advisory Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Capital Asset Advisory Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $35K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.