Royal Harbor Partners’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
2020
Q3
Sell
-15,613
Closed -$405K 93
2020
Q2
$405K Sell
15,613
-3,661
-19% -$95K 0.4% 64
2020
Q1
$492K Buy
19,274
+3,588
+23% +$91.6K 0.57% 53
2019
Q4
$404K Buy
+15,686
New +$404K 0.39% 44