Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-788
| Closed | -$20 | – | 572 |
|
|
2019
Q3 | $20 | Hold |
788
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $20K | Hold |
788
| – | – | 0.01% | 345 |
|
|
2019
Q1 | $20K | Hold |
788
| – | – | 0.01% | 363 |
|
|
2018
Q4 | $20K | Hold |
788
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $20K | Hold |
788
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $20K | Hold |
788
| – | – | 0.01% | 403 |
|
|
2018
Q1 | $20K | Buy |
+788
| New | +$20K | 0.01% | 363 |
|