Founders Financial Alliance’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Founders Financial Alliance’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	-407	Closed	-$10K	–	491
2021 Q3	$10K	Buy	407 +1	+0.2%	+$26	﹤0.01%	406
2021 Q2	$10K	Hold	406	–	–	﹤0.01%	428
2021 Q1	$10K	Buy	+406	New	+$10.4K	﹤0.01%	408

Other funds holding IBMJ

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

Founders Financial Alliance's IBMJ Position: Q4 2021 in Review

Founders Financial Alliance sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 407 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in IBMJ in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Founders Financial Alliance reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Founders Financial Alliance sold 407 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $10K.
Founders Financial Alliance first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2021 and held it in 3 quarters.
Founders Financial Alliance's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $10K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Founders Financial Alliance's 13F filing for Q4 2021, filed 14 Feb 2022.