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

Sentinel Pension 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	-48,028	Closed	-$1.23M	–	106
2021 Q3	$1.23M	Sell	48,028 -42,612	-47%	-$1.09M	0.42%	40
2021 Q2	$2.32M	Buy	90,640 +1,114	+1%	+$28.6K	0.81%	26
2021 Q1	$2.45M	Buy	89,526 +5,373	+6%	+$138K	0.9%	21
2020 Q4	$2.17M	Sell	84,153 -4,948	-6%	-$128K	0.79%	28
2020 Q3	$2.31M	Buy	89,101 +6,891	+8%	+$179K	0.89%	26
2020 Q2	$2.13M	Buy	82,210 +3,331	+4%	+$86K	0.89%	24
2020 Q1	$2.01M	Buy	78,879 +9,443	+14%	+$243K	0.98%	23
2019 Q4	$1.79M	Buy	+69,436	New	+$1.79M	1.16%	16

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Sentinel Pension Advisors's IBMJ Position: Q4 2021 in Review

Sentinel Pension Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 48,028 shares — an estimated $1.23M sold.

Sentinel Pension Advisors first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $2.45M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Sentinel Pension Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Sentinel Pension Advisors sold 48,028 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $1.23M.
Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Sentinel Pension Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2.45M in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Sentinel Pension Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.