Sigma Investment Counselors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Sigma Investment Counselors’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	-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%	94
2020 Q2	$277K	Buy	10,685 +1,850	+21%	+$47.8K	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

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sigma Investment Counselors's IBMJ Position: Q4 2021 in Review

Sigma Investment Counselors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 22,195 shares — an estimated $568K sold.

Sigma Investment Counselors first reported a position in IBMJ in Q3 2019 and held it in 9 quarters. The position peaked at $572K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Sigma Investment Counselors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Sigma Investment Counselors sold 22,195 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $568K.
Sigma Investment Counselors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2019 and held it in 9 quarters.
Sigma Investment Counselors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $572K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Sigma Investment Counselors's 13F filing for Q4 2021, filed 8 Feb 2022.