IHT Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

IHT Wealth Management’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	-23,378	Closed	-$598K	–	880
2021 Q3	$598K	Buy	23,378 +10,579	+83%	+$271K	0.05%	371
2021 Q2	$328K	Buy	+12,799	New	+$328K	0.02%	676

Other funds holding IBMJ

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

IHT Wealth Management's IBMJ Position: Q4 2021 in Review

IHT Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 23,378 shares — an estimated $598K sold.

IHT Wealth Management first reported a position in IBMJ in Q2 2021 and held it in 2 quarters. The position peaked at $598K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

IHT Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
IHT Wealth Management sold 23,378 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $598K.
IHT Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2021 and held it in 2 quarters.
IHT Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $598K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on IHT Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.