KPWS
IBMJ

Kestra Private Wealth Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Kestra Private Wealth Services’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
-36,053
Closed -$922K – 1045
2021
Q3 		$922K Buy
36,053
+2,978
+9% +$76.2K 0.05% 372
2021
Q2 		$848K Buy
33,075
+1,229
+4% +$31.5K 0.05% 376
2021
Q1 		$819K Sell
31,846
-11,320
-26% -$291K 0.06% 339
2020
Q4 		$1.11M Buy
43,166
+2,784
+7% +$71.9K 0.08% 248
2020
Q3 		$1.08M Buy
+40,382
New +$1.05M 0.09% 223

Other funds holding IBMJ

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

Kestra Private Wealth Services's IBMJ Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 36,053 shares — an estimated $922K sold.

Kestra Private Wealth Services first reported a position in IBMJ in Q3 2020 and held it in 5 quarters. The position peaked at $1.11M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 36,053 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $922K.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2020 and held it in 5 quarters.
  • Kestra Private Wealth Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.11M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.