Donaldson Capital Management’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
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 | +$426K | 0.04% | 128 |
|