LifeSteps 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
2020
Q2
Sell
-62,818
Closed -$1.6M 85
2020
Q1
$1.6M Buy
62,818
+3,790
+6% +$96.7K 1.84% 18
2019
Q4
$1.52M Buy
+59,028
New +$1.52M 1.44% 22