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