Laurel Wealth Advisors (North Carolina)’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 |
-8,216
| Closed | -$210K | – | 717 |
|
|
2021
Q3 | $210K | Hold |
8,216
| – | – | 0.05% | 161 |
|
|
2021
Q2 | $211K | Hold |
8,216
| – | – | 0.05% | 166 |
|
|
2021
Q1 | $211K | Hold |
8,216
| – | – | 0.05% | 158 |
|
|
2020
Q4 | $212K | Buy |
8,216
+5,816
| +242% | +$150K | 0.06% | 148 |
|
|
2020
Q3 | $62K | Hold |
2,400
| – | – | 0.02% | 217 |
|
|
2020
Q2 | $62K | Hold |
2,400
| – | – | 0.02% | 215 |
|
|
2020
Q1 | $61K | Hold |
2,400
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $62K | Hold |
2,400
| – | – | 0.02% | 227 |
|
|
2019
Q3 | $62K | Hold |
2,400
| – | – | 0.02% | 224 |
|
|
2019
Q2 | $62K | Hold |
2,400
| – | – | 0.02% | 219 |
|
|
2019
Q1 | $62K | Hold |
2,400
| – | – | 0.02% | 217 |
|
|
2018
Q4 | $61K | Buy |
+2,400
| New | +$61K | 0.02% | 202 |
|