SWM
IBMJ

Shakespeare Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Shakespeare Wealth 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
2020
Q1 		– Sell
-19,258
Closed -$496K – 75
2019
Q4 		$496K Buy
+19,258
New +$497K 0.27% 44

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Shakespeare Wealth Management's IBMJ Position: Q1 2020 in Review

Shakespeare Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2020, closing a stake of 19,258 shares — an estimated $496K sold.

Shakespeare Wealth Management first reported a position in IBMJ in Q4 2019 and held it in 1 quarter. The position peaked at $496K in Q4 2019. 119 funds tracked by Wall St. Rank hold IBMJ as of Q1 2020.

  • Shakespeare Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 19,258 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2020, an estimated $496K.
  • Shakespeare Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Shakespeare Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $496K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2020.

Based on Shakespeare Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.