CDIA
IBMJ

Capital Directions Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Capital Directions Investment Advisors’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
-40,670
Closed -$1.04M – 258
2021
Q3 		$1.04M Hold
40,670
– – 0.32% 25
2021
Q2 		$1.04M Buy
+40,670
New +$1.04M 0.31% 28
2021
Q1 		– Sell
-42,720
Closed -$1.1M – 379
2020
Q4 		$1.1M Hold
42,720
– – 0.37% 23
2020
Q3 		$1.11M Buy
42,720
+2,968
+7% +$76.9K 0.42% 23
2020
Q2 		$1.03M Hold
39,752
– – 0.41% 23
2020
Q1 		$1.01M Hold
39,752
– – 0.43% 22
2019
Q4 		$1.02M Hold
39,752
– – 0.33% 24
2019
Q3 		$1.02M Buy
+39,752
New +$1.03M 0.34% 25
2019
Q1 		– Sell
-19,869
Closed -$506K – 121
2018
Q4 		$506K Buy
+19,869
New +$502K 0.18% 37

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Capital Directions Investment Advisors's IBMJ Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 40,670 shares — an estimated $1.04M sold.

Capital Directions Investment Advisors first reported a position in IBMJ in Q4 2018 and held it in 9 quarters. The position peaked at $1.11M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 40,670 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.04M.
  • Capital Directions Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 9 quarters.
  • Capital Directions Investment Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.11M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.