CIA
IBMJ

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

Covington 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
-35,358
Closed -$904K – 78
2021
Q3 		$904K Sell
35,358
-2,478
-7% -$63.4K 0.19% 69
2021
Q2 		$970K Sell
37,836
-1,110
-3% -$28.5K 0.21% 69
2021
Q1 		$990K Buy
38,946
+2,835
+8% +$73K 0.24% 67
2020
Q4 		$931K Sell
36,111
-900
-2% -$23.2K 0.24% 67
2020
Q3 		$959K Buy
37,011
+545
+1% +$14.1K 0.28% 63
2020
Q2 		$946K Buy
36,466
+80
+0.2% +$2.07K 0.29% 67
2020
Q1 		$982K Sell
36,386
-380
-1% -$9.79K 0.37% 63
2019
Q4 		$947K Buy
36,766
+7,521
+26% +$194K 0.29% 76
2019
Q3 		$754K Hold
29,245
– – 0.26% 79
2019
Q2 		$754K Buy
29,245
+1,085
+4% +$27.8K 0.25% 84
2019
Q1 		$723K Buy
28,160
+4,170
+17% +$107K 0.24% 82
2018
Q4 		$610K Buy
+23,990
New +$607K 0.23% 81

Other funds holding IBMJ

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

Covington Investment Advisors's IBMJ Position: Q4 2021 in Review

Covington Investment Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 35,358 shares — an estimated $904K sold.

Covington Investment Advisors first reported a position in IBMJ in Q4 2018 and held it in 12 quarters. The position peaked at $990K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Covington Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Covington Investment Advisors sold 35,358 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $904K.
  • Covington Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 12 quarters.
  • Covington Investment Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $990K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Covington Investment Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.