EPP
IBMJ
ETF Portfolio Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$24.9K | 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 | +$508K | 0.31% | 22 |
|