KA
IBMJ

Klingman & Associates’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Klingman & Associates’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,571
Closed -$221K – 138
2019
Q3 		$221K Buy
8,571
+300
+4% +$7.74K 0.04% 116
2019
Q2 		$213K Hold
8,271
– – 0.04% 117
2019
Q1 		$212K Buy
+8,271
New +$212K 0.04% 114