Denver PWM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,790
| Closed | -$358K | – | 84 |
|
|
2020
Q2 | $358K | Buy |
13,790
+49
| +0.4% | +$1.27K | 0.22% | 59 |
|
|
2020
Q1 | $350K | Buy |
13,741
+32
| +0.2% | +$815 | 0.26% | 51 |
|
|
2019
Q4 | $353K | Buy |
13,709
+66
| +0.5% | +$1.7K | 0.2% | 54 |
|
|
2019
Q3 | $351K | Buy |
13,643
+16
| +0.1% | +$412 | 0.21% | 50 |
|
|
2019
Q2 | $353K | Buy |
13,627
+82
| +0.6% | +$2.12K | 0.23% | 49 |
|
|
2019
Q1 | $347K | Buy |
13,545
+17
| +0.1% | +$436 | 0.23% | 49 |
|
|
2018
Q4 | $346K | Buy |
13,528
+47
| +0.3% | +$1.2K | 0.25% | 44 |
|
|
2018
Q3 | $340K | Buy |
+13,481
| New | +$340K | 0.26% | 47 |
|
|
2018
Q1 | $378K | Sell |
14,941
-348
| -2% | -$8.8K | 0.34% | 35 |
|
|
2017
Q4 | $389K | Buy |
15,289
+3,092
| +25% | +$78.7K | 0.29% | 46 |
|
|
2017
Q3 | $314K | Buy |
+12,197
| New | +$314K | 0.25% | 51 |
|