Estate Counselors’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 |
-13,675
| Closed | -$349K | – | 195 |
|
|
2021
Q3 | $349K | Sell |
13,675
-8,150
| -37% | -$208K | 0.04% | 124 |
|
|
2021
Q2 | $559K | Buy |
21,825
+3,500
| +19% | +$89.6K | 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% | +$174K | 0.28% | 62 |
|
|
2020
Q1 | $1.55M | Buy |
+60,700
| New | +$1.55M | 0.25% | 64 |
|