NewSquare Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-620
| Closed | -$16K | – | 380 |
|
|
2017
Q3 | $16K | Hold |
620
| – | – | ﹤0.01% | 186 |
|
|
2017
Q2 | $16K | Sell |
620
-19,857
| -97% | -$512K | ﹤0.01% | 176 |
|
|
2017
Q1 | $525K | Sell |
20,477
-1,229
| -6% | -$31.5K | 0.13% | 88 |
|
|
2016
Q4 | $549K | Sell |
21,706
-3,772
| -15% | -$95.4K | 0.14% | 101 |
|
|
2016
Q3 | $662K | Sell |
25,478
-177
| -0.7% | -$4.6K | 0.15% | 94 |
|
|
2016
Q2 | $671K | Buy |
25,655
+2,583
| +11% | +$67.6K | 0.16% | 79 |
|
|
2016
Q1 | $597K | Buy |
23,072
+1,327
| +6% | +$34.3K | 0.17% | 90 |
|
|
2015
Q4 | $556K | Buy |
+21,745
| New | +$556K | 0.16% | 83 |
|