EWA
IBMJ

EP Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

EP Wealth 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
2021
Q3 		$1.28M Hold
2021
Q2 		$1.28M Sell
2021
Q1 		$1.6M Sell
2020
Q4 		$1.88M Sell
2020
Q3 		$1.96M Buy
2020
Q2 		– Sell
2020
Q1 		$1.96M Buy
2019
Q4 		$1.23M Buy