Lee Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Lee Financial’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	-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	+$259K	0.06%	139

Other funds holding IBMJ

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

Lee Financial's IBMJ Position: Q4 2021 in Review

Lee Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 10,221 shares — an estimated $261K sold.

Lee Financial first reported a position in IBMJ in Q2 2018 and held it in 14 quarters. The position peaked at $265K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Lee Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Lee Financial sold 10,221 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $261K.
Lee Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 14 quarters.
Lee Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $265K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Lee Financial's 13F filing for Q4 2021, filed 8 Feb 2022.