Rockbridge Investment 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 |
-970
| Closed | -$25K | – | 847 |
|
|
2021
Q3 | $25K | Hold |
970
| – | – | ﹤0.01% | 421 |
|
|
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 | +$25K | 0.01% | 316 |
|