Gofen & Glossberg’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Gofen & Glossberg’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	-28,800	Closed	-$737K	–	641
2021 Q3	$737K	Sell	28,800 -5,000	-15%	-$128K	0.02%	284
2021 Q2	$867K	Buy	33,800 +750	+2%	+$19.2K	0.02%	257
2021 Q1	$850K	Sell	33,050 -2,000	-6%	-$51.5K	0.02%	252
2020 Q4	$903K	Buy	35,050 +2,750	+9%	+$71K	0.02%	240
2020 Q3	$837K	Buy	32,300 +11,400	+55%	+$295K	0.03%	231
2020 Q2	$542K	Buy	+20,900	New	+$540K	0.02%	267

Other funds holding IBMJ

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

Gofen & Glossberg's IBMJ Position: Q4 2021 in Review

Gofen & Glossberg sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 28,800 shares — an estimated $737K sold.

Gofen & Glossberg first reported a position in IBMJ in Q2 2020 and held it in 6 quarters. The position peaked at $903K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Gofen & Glossberg reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Gofen & Glossberg sold 28,800 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $737K.
Gofen & Glossberg first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2020 and held it in 6 quarters.
Gofen & Glossberg's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $903K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Gofen & Glossberg's 13F filing for Q4 2021, filed 25 Jan 2022.