New Capital Management’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
Q1 | $26K | Hold |
1,012
| – | – | 0.02% | 88 |
|
|
2020
Q4 | $26K | Hold |
1,012
| – | – | 0.01% | 90 |
|
|
2020
Q3 | $26K | Hold |
1,012
| – | – | 0.03% | 80 |
|
|
2020
Q2 | $26K | Hold |
1,012
| – | – | 0.04% | 78 |
|
|
2020
Q1 | $26K | Hold |
1,012
| – | – | 0.05% | 69 |
|
|
2019
Q4 | $26K | Hold |
1,012
| – | – | 0.04% | 82 |
|
|
2019
Q3 | $26K | Buy |
1,012
+4
| +0.4% | +$103 | 0.02% | 81 |
|
|
2019
Q2 | $26K | Buy |
1,008
+3
| +0.3% | +$77 | 0.05% | 80 |
|
|
2019
Q1 | $26K | Buy |
+1,005
| New | +$26K | 0.07% | 80 |
|