Cedar Brook Financial Partners’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 |
-17,845
| Closed | -$459K | – | 383 |
|
|
2021
Q1 | $459K | Sell |
17,845
-7,725
| -30% | -$199K | 0.16% | 154 |
|
|
2020
Q4 | $659K | Sell |
25,570
-3,823
| -13% | -$98.5K | 0.23% | 107 |
|
|
2020
Q3 | $762K | Buy |
29,393
+3,871
| +15% | +$100K | 0.3% | 91 |
|
|
2020
Q2 | $662K | Buy |
25,522
+22
| +0.1% | +$571 | 0.3% | 101 |
|
|
2020
Q1 | $651K | Sell |
25,500
-3,002
| -11% | -$76.6K | 0.36% | 80 |
|
|
2019
Q4 | $734K | Buy |
28,502
+43
| +0.2% | +$1.11K | 0.31% | 91 |
|
|
2019
Q3 | $734K | Buy |
28,459
+33
| +0.1% | +$851 | 0.32% | 95 |
|
|
2019
Q2 | $733K | Buy |
28,426
+33
| +0.1% | +$851 | 0.34% | 91 |
|
|
2019
Q1 | $729K | Sell |
28,393
-1
| -0% | -$26 | 0.35% | 83 |
|
|
2018
Q4 | $722K | Buy |
+28,394
| New | +$722K | 0.44% | 71 |
|