Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,004
| Closed | -$205K | – | 289 |
|
|
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 | – | 319 |
|
|
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 | +$243K | 0.02% | 237 |
|