Global Financial Private Client’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Global Financial Private Client’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	-43,827	Closed	-$1.12M	–	655
2021 Q3	$1.12M	Buy	43,827 +3,089	+8%	+$79.1K	0.58%	40
2021 Q2	$1.04M	Buy	40,738 +3,567	+10%	+$91.5K	0.58%	41
2021 Q1	$955K	Buy	37,171 +7,795	+27%	+$201K	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%	-$979	0.44%	59
2019 Q4	$420K	Buy	+16,289	New	+$420K	0.35%	71

Other funds holding IBMJ

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

Global Financial Private Client's IBMJ Position: Q4 2021 in Review

Global Financial Private Client sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 43,827 shares — an estimated $1.12M sold.

Global Financial Private Client first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $1.12M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Global Financial Private Client reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Global Financial Private Client sold 43,827 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.12M.
Global Financial Private Client first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Global Financial Private Client's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.12M 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 Global Financial Private Client's 13F filing for Q4 2021, filed 16 May 2024.