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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$50K Sell
2021
Q2
$67K Hold
2021
Q1
$67.3K Hold
2020
Q4
$67K Hold
2020
Q3
$68K Hold
2020
Q2
$68K Hold
2020
Q1
$66K Buy
2019
Q4
$67K Hold
2019
Q3
$67K Hold
2019
Q2
$67K Buy