EPP
IBMJ

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

ETF Portfolio 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
2021
Q4 		– Sell
-24,933
Closed -$638K – 53
2021
Q3 		$638K Hold
24,933
– – 0.26% 28
2021
Q2 		$639K Hold
24,933
– – 0.26% 28
2021
Q1 		$641K Hold
24,933
– – 0.28% 26
2020
Q4 		$643K Hold
24,933
– – 0.3% 27
2020
Q3 		$646K Hold
24,933
– – 0.34% 26
2020
Q2 		$647K Buy
24,933
+960
+4% +$24.8K 0.35% 27
2020
Q1 		$612K Hold
23,973
– – 0.39% 24
2019
Q4 		$618K Buy
23,973
+3,880
+19% +$100K 0.33% 24
2019
Q3 		$518K Hold
20,093
– – 0.3% 26
2019
Q2 		$518K Hold
20,093
– – 0.28% 24
2019
Q1 		$516K Hold
20,093
– – 0.31% 24
2018
Q4 		$511K Hold
20,093
– – 0.34% 23
2018
Q3 		$508K Buy
+20,093
New +$511K 0.31% 22

Other funds holding IBMJ

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

ETF Portfolio Partners's IBMJ Position: Q4 2021 in Review

ETF Portfolio Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 24,933 shares — an estimated $638K sold.

ETF Portfolio Partners first reported a position in IBMJ in Q3 2018 and held it in 13 quarters. The position peaked at $647K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • ETF Portfolio Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • ETF Portfolio Partners sold 24,933 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $638K.
  • ETF Portfolio Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2018 and held it in 13 quarters.
  • ETF Portfolio Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $647K 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 ETF Portfolio Partners's 13F filing for Q4 2021, filed 18 Jan 2022.