OneDigital Investment Advisors’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
Q3 | – | Sell |
-7,735
| Closed | -$200K | – | 666 |
|
|
2020
Q2 | $200K | Buy |
+7,735
| New | +$200K | 0.01% | 544 |
|
|
2019
Q4 | – | Sell |
-15,643
| Closed | -$403K | – | 586 |
|
|
2019
Q3 | $403K | Buy |
+15,643
| New | +$403K | 0.04% | 319 |
|
|
2019
Q2 | – | Sell |
-15,643
| Closed | -$401K | – | 1306 |
|
|
2019
Q1 | $401K | Hold |
15,643
| – | – | 0.06% | 196 |
|
|
2018
Q4 | $398K | Buy |
15,643
+9,890
| +172% | +$252K | 0.07% | 186 |
|
|
2018
Q3 | $146K | Hold |
5,753
| – | – | 0.03% | 227 |
|
|
2018
Q2 | $146K | Hold |
5,753
| – | – | 0.03% | 280 |
|
|
2018
Q1 | $147K | Hold |
5,753
| – | – | 0.03% | 276 |
|
|
2017
Q4 | $146K | Buy |
+5,753
| New | +$146K | 0.02% | 273 |
|