Gofen & Glossberg’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 |
-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% | -$51.4K | 0.02% | 252 |
|
|
2020
Q4 | $903K | Buy |
35,050
+2,750
| +9% | +$70.8K | 0.02% | 240 |
|
|
2020
Q3 | $837K | Buy |
32,300
+11,400
| +55% | +$295K | 0.03% | 231 |
|
|
2020
Q2 | $542K | Buy |
+20,900
| New | +$542K | 0.02% | 267 |
|