GPA
IBMJ

Guidance Point Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Guidance Point Advisors’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
-36,307
Closed -$927K – 441
2021
Q3 		$927K Buy
36,307
+30
+0.1% +$768 0.34% 39
2021
Q2 		$930K Buy
36,277
+51
+0.1% +$1.31K 0.36% 37
2021
Q1 		$931K Buy
36,226
+41
+0.1% +$1.05K 0.39% 37
2020
Q4 		$932K Buy
36,185
+41
+0.1% +$1.06K 0.43% 38
2020
Q3 		$936K Sell
36,144
-4,634
-11% -$120K 0.52% 35
2020
Q2 		$1.06M Buy
40,778
+1,421
+4% +$36.7K 0.59% 33
2020
Q1 		$1M Sell
39,357
-1,932
-5% -$49.8K 0.65% 29
2019
Q4 		$1.06M Buy
41,289
+60
+0.1% +$1.55K 0.52% 30
2019
Q3 		$1.06M Buy
41,229
+45
+0.1% +$1.16K 0.58% 30
2019
Q2 		$1.06M Buy
41,184
+46
+0.1% +$1.18K 0.6% 28
2019
Q1 		$1.05M Buy
41,138
+30
+0.1% +$767 0.62% 28
2018
Q4 		$1.05M Buy
+41,108
New +$1.04M 0.68% 28

Other funds holding IBMJ

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

Guidance Point Advisors's IBMJ Position: Q4 2021 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 36,307 shares — an estimated $927K sold.

Guidance Point Advisors first reported a position in IBMJ in Q4 2018 and held it in 12 quarters. The position peaked at $1.06M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Guidance Point Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 36,307 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $927K.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 12 quarters.
  • Guidance Point Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.06M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.