Steward Partners Investment Advisory’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 |
-1,962
| Closed | -$50K | – | 3424 |
|
|
2021
Q3 | $50K | Sell |
1,962
-655
| -25% | -$16.7K | ﹤0.01% | 1898 |
|
|
2021
Q2 | $67K | Hold |
2,617
| – | – | ﹤0.01% | 2794 |
|
|
2021
Q1 | $67.3K | Hold |
2,617
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q4 | $67K | Hold |
2,617
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q3 | $68K | Hold |
2,617
| – | – | ﹤0.01% | 1372 |
|
|
2020
Q2 | $68K | Hold |
2,617
| – | – | ﹤0.01% | 1292 |
|
|
2020
Q1 | $66K | Buy |
2,617
+5
| +0.2% | +$126 | ﹤0.01% | 1172 |
|
|
2019
Q4 | $67K | Hold |
2,612
| – | – | ﹤0.01% | 1280 |
|
|
2019
Q3 | $67K | Hold |
2,612
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q2 | $67K | Buy |
+2,612
| New | +$67K | ﹤0.01% | 1226 |
|