Kestra Advisory Services’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 |
-15,700
| Closed | -$402K | – | 2254 |
|
|
2021
Q3 | $402K | Sell |
15,700
-2,492
| -14% | -$63.8K | ﹤0.01% | 1505 |
|
|
2021
Q2 | $466K | Sell |
18,192
-2,489
| -12% | -$63.8K | 0.01% | 1317 |
|
|
2021
Q1 | $532K | Buy |
20,681
+189
| +0.9% | +$4.86K | 0.01% | 1165 |
|
|
2020
Q4 | $528K | Buy |
20,492
+8,121
| +66% | +$209K | 0.01% | 1178 |
|
|
2020
Q3 | $321K | Buy |
+12,371
| New | +$321K | 0.01% | 1081 |
|