Homrich & Berg’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
Q3 | $201K | Hold |
7,846
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $201K | Buy |
+7,846
| New | +$201K | ﹤0.01% | 475 |
|
|
2018
Q3 | – | Sell |
-9,818
| Closed | -$250K | – | 340 |
|
|
2018
Q2 | $250K | Hold |
9,818
| – | – | 0.02% | 279 |
|
|
2018
Q1 | $249K | Hold |
9,818
| – | – | 0.02% | 286 |
|
|
2017
Q4 | $250K | Buy |
9,818
+30
| +0.3% | +$764 | 0.02% | 283 |
|
|
2017
Q3 | $253K | Buy |
9,788
+30
| +0.3% | +$775 | 0.02% | 277 |
|
|
2017
Q2 | $252K | Buy |
+9,758
| New | +$252K | 0.02% | 245 |
|