Princeton Global Asset Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Princeton Global Asset Management’s Portfolio IBMJ Stock Details IBMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$9.99K	0.16%	119
2020 Q3	$477K	Buy	18,428 +11,684	+173%	+$303K	0.19%	114
2020 Q2	$174K	Buy	6,744 +2,298	+52%	+$59.3K	0.05%	184
2020 Q1	$113K	Buy	+4,446	New	+$115K	0.05%	181

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Princeton Global Asset Management's IBMJ Position: Q4 2021 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 23,297 shares — an estimated $596K sold.

Princeton Global Asset Management first reported a position in IBMJ in Q1 2020 and held it in 7 quarters. The position peaked at $596K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Princeton Global Asset Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Princeton Global Asset Management sold 23,297 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $596K.
Princeton Global Asset Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 7 quarters.
Princeton Global Asset Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $596K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Princeton Global Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.