SlateStone Wealth’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 |
-21,914
| Closed | -$561K | – | 189 |
|
|
2021
Q3 | $561K | Hold |
21,914
| – | – | 0.13% | 114 |
|
|
2021
Q2 | $562K | Hold |
21,914
| – | – | 0.13% | 111 |
|
|
2021
Q1 | $564K | Hold |
21,914
| – | – | 0.14% | 103 |
|
|
2020
Q4 | $565K | Hold |
21,914
| – | – | 0.14% | 111 |
|
|
2020
Q3 | $568K | Hold |
21,914
| – | – | 0.12% | 123 |
|
|
2020
Q2 | $568K | Hold |
21,914
| – | – | 0.13% | 124 |
|
|
2020
Q1 | $559K | Hold |
21,914
| – | – | 0.16% | 113 |
|
|
2019
Q4 | $565K | Buy |
+21,914
| New | +$565K | 0.13% | 121 |
|