Kestra Private Wealth 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 |
-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% | +$71.8K | 0.08% | 248 |
|
|
2020
Q3 | $1.08M | Buy |
+40,382
| New | +$1.08M | 0.09% | 223 |
|