Prism Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Prism Advisors’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	-13,544	Closed	-$346K	–	57
2021 Q3	$346K	Hold	13,544	–	–	0.12%	39
2021 Q2	$347K	Hold	13,544	–	–	0.12%	41
2021 Q1	$348K	Hold	13,544	–	–	0.13%	38
2020 Q4	$349K	Hold	13,544	–	–	0.13%	38
2020 Q3	$351K	Hold	13,544	–	–	0.15%	36
2020 Q2	$351K	Hold	13,544	–	–	0.16%	38
2020 Q1	$346K	Buy	+13,544	New	+$349K	0.22%	52

Other funds holding IBMJ

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

Prism Advisors's IBMJ Position: Q4 2021 in Review

Prism Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 13,544 shares — an estimated $346K sold.

Prism Advisors first reported a position in IBMJ in Q1 2020 and held it in 7 quarters. The position peaked at $351K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Prism Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Prism Advisors sold 13,544 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $346K.
Prism Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 7 quarters.
Prism Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $351K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Prism Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.