Peloton Wealth Strategists’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
Q4 | – | Sell |
-8,000
| Closed | -$205K | – | 95 |
|
|
2021
Q3 | $205K | Hold |
8,000
| – | – | 0.08% | 87 |
|
|
2021
Q2 | $205K | Sell |
8,000
-4,000
| -33% | -$103K | 0.08% | 84 |
|
|
2021
Q1 | $309K | Hold |
12,000
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $309K | Hold |
12,000
| – | – | 0.15% | 75 |
|
|
2020
Q3 | $311K | Buy |
12,000
+3,000
| +33% | +$77.8K | 0.17% | 71 |
|
|
2020
Q2 | $233K | Hold |
9,000
| – | – | 0.15% | 71 |
|
|
2020
Q1 | $230K | Sell |
9,000
-1,000
| -10% | -$25.6K | 0.19% | 68 |
|
|
2019
Q4 | $258K | Buy |
+10,000
| New | +$258K | 0.16% | 67 |
|