EIP
IBMJ

Ellis Investment Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Ellis Investment Partners’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
2020
Q3 		– Sell
-501
Closed -$12K – 765
2020
Q2 		$12K Buy
+501
New +$12.9K ﹤0.01% 522

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Ellis Investment Partners's IBMJ Position: Q3 2020 in Review

Ellis Investment Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020, closing a stake of 501 shares — an estimated $12K sold.

Ellis Investment Partners first reported a position in IBMJ in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

  • Ellis Investment Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 501 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2020, an estimated $12K.
  • Ellis Investment Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Ellis Investment Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $12K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on Ellis Investment Partners's 13F filing for Q3 2020, filed 19 Oct 2020.