SEIA
IBMJ
Signature Estate & Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-213,777
| Closed | -$5.44M | – | 185 |
|
|
2018
Q4 | $5.44M | Buy |
+213,777
| New | +$5.44M | 0.48% | 43 |
|
|
2018
Q3 | – | Sell |
-36,124
| Closed | -$919K | – | 181 |
|
|
2018
Q2 | $919K | Buy |
36,124
+10,871
| +43% | +$277K | 0.09% | 93 |
|
|
2018
Q1 | $641K | Buy |
25,253
+2,559
| +11% | +$65K | 0.06% | 102 |
|
|
2017
Q4 | $577K | Buy |
22,694
+11,297
| +99% | +$287K | 0.06% | 108 |
|
|
2017
Q3 | $295K | Buy |
11,397
+1,543
| +16% | +$39.9K | 0.03% | 119 |
|
|
2017
Q2 | $254K | Buy |
9,854
+4,147
| +73% | +$107K | 0.03% | 115 |
|
|
2017
Q1 | $146K | Buy |
+5,707
| New | +$146K | 0.02% | 154 |
|