Sigma Investment Counselors’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 |
-22,195
| Closed | -$568K | – | 200 |
|
|
2021
Q3 | $568K | Hold |
22,195
| – | – | 0.04% | 121 |
|
|
2021
Q2 | $569K | Hold |
22,195
| – | – | 0.04% | 121 |
|
|
2021
Q1 | $571K | Hold |
22,195
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $572K | Buy |
22,195
+4,600
| +26% | +$119K | 0.05% | 113 |
|
|
2020
Q3 | $456K | Buy |
17,595
+6,910
| +65% | +$179K | 0.09% | 93 |
|
|
2020
Q2 | $277K | Buy |
10,685
+1,850
| +21% | +$48K | 0.03% | 130 |
|
|
2020
Q1 | $225K | Hold |
8,835
| – | – | 0.03% | 131 |
|
|
2019
Q4 | $228K | Hold |
8,835
| – | – | 0.02% | 147 |
|
|
2019
Q3 | $228K | Buy |
+8,835
| New | +$228K | 0.03% | 142 |
|