Global Financial Private Client’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 |
-43,827
| Closed | -$1.12M | – | 657 |
|
|
2021
Q3 | $1.12M | Buy |
43,827
+3,089
| +8% | +$79K | 0.58% | 40 |
|
|
2021
Q2 | $1.04M | Buy |
40,738
+3,567
| +10% | +$91.3K | 0.58% | 41 |
|
|
2021
Q1 | $955K | Buy |
37,171
+7,795
| +27% | +$200K | 0.68% | 30 |
|
|
2020
Q4 | $757K | Buy |
29,376
+8,415
| +40% | +$217K | 0.6% | 39 |
|
|
2020
Q3 | $542K | Buy |
20,961
+4,589
| +28% | +$119K | 0.47% | 49 |
|
|
2020
Q2 | $424K | Buy |
16,372
+121
| +0.7% | +$3.13K | 0.37% | 62 |
|
|
2020
Q1 | $413K | Sell |
16,251
-38
| -0.2% | -$965 | 0.44% | 59 |
|
|
2019
Q4 | $420K | Buy |
+16,289
| New | +$420K | 0.35% | 71 |
|