New Perspectives Inc’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

New Perspectives Inc’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	-9,000	Closed	-$230K	–	24
2021 Q3	$230K	Hold	9,000	–	–	0.17%	21
2021 Q2	$231K	Buy	+9,000	New	+$231K	0.18%	21

Other funds holding IBMJ

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

New Perspectives Inc's IBMJ Position: Q4 2021 in Review

New Perspectives Inc sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 9,000 shares — an estimated $230K sold.

New Perspectives Inc first reported a position in IBMJ in Q2 2021 and held it in 2 quarters. The position peaked at $231K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

New Perspectives Inc reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
New Perspectives Inc sold 9,000 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $230K.
New Perspectives Inc first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2021 and held it in 2 quarters.
New Perspectives Inc's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $231K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on New Perspectives Inc's 13F filing for Q4 2021, filed 9 Feb 2022.