Estate Counselors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Estate Counselors’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	-13,675	Closed	-$349K	–	195
2021 Q3	$349K	Sell	13,675 -8,150	-37%	-$209K	0.04%	124
2021 Q2	$559K	Buy	21,825 +3,500	+19%	+$89.8K	0.07%	116
2021 Q1	$471K	Buy	18,325 +12,475	+213%	+$321K	0.07%	121
2020 Q4	$151K	Buy	+5,850	New	+$151K	0.02%	104
2020 Q3	–	Sell	-67,390	Closed	-$1.75M	–	162
2020 Q2	$1.75M	Buy	67,390 +6,690	+11%	+$173K	0.28%	62
2020 Q1	$1.55M	Buy	+60,700	New	+$1.56M	0.25%	64

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Estate Counselors's IBMJ Position: Q4 2021 in Review

Estate Counselors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 13,675 shares — an estimated $349K sold.

Estate Counselors first reported a position in IBMJ in Q1 2020 and held it in 6 quarters. The position peaked at $1.75M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Estate Counselors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 13,675 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $349K.
Estate Counselors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 6 quarters.
Estate Counselors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.75M in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.