CAPTRUST Financial Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$108K Sell
2021
Q2
$157K Sell
2021
Q1
$207K Buy
2020
Q4
$206K Hold
2020
Q3
$207K Buy
2020
Q2
$181K Hold
2020
Q1
$178K Sell
2019
Q4
$575K Buy