Phillips Financial Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.82M | Hold |
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|
2021
Q2 | $2.83M | Hold |
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|
2021
Q1 | $2.83M | Buy |
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|
2020
Q4 | $1.57M | Sell |
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|
2020
Q3 | $2.86M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.65M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.73M | Buy |
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|
2018
Q1 | $725K | Buy |
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|
2017
Q4 | $662K | Buy |
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