RIM
IBMJ

Rockbridge Investment Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Rockbridge Investment 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
-970
Closed -$25K – 848
2021
Q3 		$25K Hold
970
– – ﹤0.01% 423
2021
Q2 		$25K Hold
970
– – ﹤0.01% 420
2021
Q1 		$25K Hold
970
– – ﹤0.01% 395
2020
Q4 		$25K Hold
970
– – 0.01% 388
2020
Q3 		$25K Hold
970
– – 0.01% 354
2020
Q2 		$25K Buy
+970
New +$25.1K 0.01% 316

Other funds holding IBMJ

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

Rockbridge Investment Management's IBMJ Position: Q4 2021 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 970 shares — an estimated $25K sold.

Rockbridge Investment Management first reported a position in IBMJ in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Rockbridge Investment Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 970 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $25K.
  • Rockbridge Investment Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2020 and held it in 6 quarters.
  • Rockbridge Investment Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $25K 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 Rockbridge Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.