Lee Financial’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 |
-10,221
| Closed | -$261K | – | 978 |
|
|
2021
Q3 | $261K | Hold |
10,221
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $262K | Hold |
10,221
| – | – | 0.06% | 121 |
|
|
2021
Q1 | $263K | Hold |
10,221
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $263K | Hold |
10,221
| – | – | 0.07% | 114 |
|
|
2020
Q3 | $265K | Hold |
10,221
| – | – | 0.07% | 111 |
|
|
2020
Q2 | $265K | Hold |
10,221
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $261K | Hold |
10,221
| – | – | 0.09% | 94 |
|
|
2019
Q4 | $263K | Hold |
10,221
| – | – | 0.06% | 112 |
|
|
2019
Q3 | $263K | Hold |
10,221
| – | – | 0.06% | 110 |
|
|
2019
Q2 | $263K | Hold |
10,221
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $262K | Hold |
10,221
| – | – | 0.06% | 116 |
|
|
2018
Q4 | $260K | Hold |
10,221
| – | – | 0.07% | 103 |
|
|
2018
Q3 | $259K | Hold |
10,221
| – | – | 0.06% | 111 |
|
|
2018
Q2 | $260K | Buy |
+10,221
| New | +$260K | 0.06% | 139 |
|