Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Forvis Mazars Wealth Advisors’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	-8,004	Closed	-$205K	–	288
2021 Q3	$205K	Buy	8,004 +1	+0%	+$26	0.01%	267
2021 Q2	$205K	Buy	8,003 +3	+0%	+$77	0.01%	260
2021 Q1	$206K	Buy	+8,000	New	+$206K	0.01%	267
2020 Q1	–	Sell	-9,439	Closed	-$243K	–	318
2019 Q4	$243K	Hold	9,439	–	–	0.02%	259
2019 Q3	$243K	Hold	9,439	–	–	0.02%	237
2019 Q2	$243K	Buy	+9,439	New	+$242K	0.02%	237

Other funds holding IBMJ

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

Forvis Mazars Wealth Advisors's IBMJ Position: Q4 2021 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 8,004 shares — an estimated $205K sold.

Forvis Mazars Wealth Advisors first reported a position in IBMJ in Q2 2019 and held it in 6 quarters. The position peaked at $243K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Forvis Mazars Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 8,004 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $205K.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2019 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $243K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.