DCM
IBMJ

Donaldson Capital Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Donaldson Capital Management’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
-16,708
Closed -$427K – 262
2021
Q3 		$427K Hold
16,708
– – 0.02% 193
2021
Q2 		$428K Hold
16,708
– – 0.02% 198
2021
Q1 		$430K Hold
16,708
– – 0.02% 188
2020
Q4 		$431K Hold
16,708
– – 0.03% 181
2020
Q3 		$433K Hold
16,708
– – 0.03% 168
2020
Q2 		$433K Hold
16,708
– – 0.03% 143
2020
Q1 		$426K Buy
+16,708
New +$430K 0.04% 128

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Mercer Global Advisors
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Donaldson Capital Management's IBMJ Position: Q4 2021 in Review

Donaldson Capital Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 16,708 shares — an estimated $427K sold.

Donaldson Capital Management first reported a position in IBMJ in Q1 2020 and held it in 7 quarters. The position peaked at $433K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Donaldson Capital Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Donaldson Capital Management sold 16,708 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $427K.
  • Donaldson Capital Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 7 quarters.
  • Donaldson Capital Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $433K 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 Donaldson Capital Management's 13F filing for Q4 2021, filed 21 Jan 2022.