FinTrust Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-6,472
| Closed | -$165K | – | 1191 |
|
2020
Q1 | $165K | Hold |
6,472
| – | – | 0.08% | 203 |
|
2019
Q4 | $167K | Hold |
6,472
| – | – | 0.07% | 238 |
|
2019
Q3 | $167K | Hold |
6,472
| – | – | 0.06% | 231 |
|
2019
Q2 | $167K | Hold |
6,472
| – | – | 0.07% | 220 |
|
2019
Q1 | $166K | Hold |
6,472
| – | – | 0.07% | 214 |
|
2018
Q4 | $165K | Buy |
+6,472
| New | +$165K | 0.08% | 198 |
|