IFP Advisors’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 | – | Hold |
0
| – | – | – | 5744 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5556 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5372 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5119 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4908 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 4656 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4502 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 4075 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3968 |
|
|
2019
Q1 | – | Sell |
-4,130
| Closed | -$105K | – | 3949 |
|
|
2018
Q4 | $105K | Sell |
4,130
-1,953
| -32% | -$49.7K | 0.01% | 1160 |
|
|
2018
Q3 | $154K | Buy |
6,083
+2,225
| +58% | +$56.3K | 0.01% | 1222 |
|
|
2018
Q2 | $98K | Sell |
3,858
-1,985
| -34% | -$50.4K | ﹤0.01% | 1487 |
|
|
2018
Q1 | $149K | Hold |
5,843
| – | – | 0.01% | 1139 |
|
|
2017
Q4 | $149K | Hold |
5,843
| – | – | 0.01% | 1136 |
|
|
2017
Q3 | $151K | Buy |
5,843
+979
| +20% | +$25.3K | 0.01% | 1315 |
|
|
2017
Q2 | $125K | Hold |
4,864
| – | – | 0.01% | 1401 |
|
|
2017
Q1 | $125K | Buy |
4,864
+1,166
| +32% | +$30K | 0.01% | 1369 |
|
|
2016
Q4 | $93K | Hold |
3,698
| – | – | ﹤0.01% | 1499 |
|
|
2016
Q3 | $96K | Buy |
3,698
+522
| +16% | +$13.6K | 0.01% | 1388 |
|
|
2016
Q2 | $83K | Buy |
+3,176
| New | +$83K | ﹤0.01% | 1449 |
|