Princeton Global Asset Management’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 |
-23,297
| Closed | -$596K | – | 560 |
|
2021
Q3 | $596K | Buy |
23,297
+3,318
| +17% | +$84.9K | 0.18% | 112 |
|
2021
Q2 | $512K | Hold |
19,979
| – | – | 0.16% | 121 |
|
2021
Q1 | $514K | Buy |
19,979
+1,938
| +11% | +$49.9K | 0.17% | 118 |
|
2020
Q4 | $465K | Sell |
18,041
-387
| -2% | -$9.98K | 0.16% | 119 |
|
2020
Q3 | $477K | Buy |
18,428
+11,684
| +173% | +$302K | 0.19% | 114 |
|
2020
Q2 | $174K | Buy |
6,744
+2,298
| +52% | +$59.3K | 0.05% | 184 |
|
2020
Q1 | $113K | Buy |
+4,446
| New | +$113K | 0.05% | 181 |
|